The fundamentals remains unchanged as evidenced by the deals that hyperscalers are making in securing long term agreements for memory. This sell off is a blind sell by the market and is an excellent opportunity to add position to the memory makers.
Micron's Stock Sinks Toward Worst Monthly Drop in 11 Years as China Fears Escalate
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

