Every super-cycle has two sides. At the start, rising prices look like a dream for suppliers. Revenue jumps. Margins expand. Analysts raise price targets. Investors rush in. The story becomes simple: demand is strong, supply is tight, and the companies selling the scarce product have pricing power. That is exactly what is happening in memory. $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ have surged because the market believes memory prices are entering a powerful upcycle. Apple’s warning about rising memory and storage costs made the thesis even stronger. If even Apple cannot avoid higher memory costs, investors assume memory suppliers must be in a very strong position. But every price increase has a b
Meta & Microsoft Crash Again: More Downside Ahead?
Meta plunged 5.44%, making it the worst-performing mega-cap tech stock of the session, hit by a dual blow: a newly disclosed security vulnerability revealed Meta AI's assistant cannot effectively verify the identity of users behind requests, raising serious concerns over the safety of its AI products. Microsoft fell 3.79% after pivoting Copilot to a usage-based pricing model, a move markets interpreted as a signal that AI monetization is far more capital-intensive than anticipated. Is selloff an oversold buying opportunity or the beginning of a deeper AI risk unwind — would you buy this dip?
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