The recent sell-off in memory and semiconductor stocks raises an important question: is this a buying opportunity or the beginning of a longer downturn?
AI demand remains strong, especially for high-bandwidth memory (HBM), data centres and advanced chips. However, investors are becoming more cautious about valuations, future earnings and whether AI spending can continue growing at this pace.
My view is that I should not rush to buy every dip. I would watch earnings guidance, memory pricing, inventory levels and capital expenditure. If demand remains strong, this correction could offer attractive entry prices. 🐱
$NVDA 20261120 215.0 CALL$
Sold a call to protect first
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