This sudden cooldown in the memory chip stocks highlights the intense volatility of the current market and the constant battle between hype and fundamentals.
Yesterday's euphoria was fueled by $NVIDIA(NVDA)$ CES 2026 announcement and the projected 60 to 70% price hikes for memory chips in Q1. This caused investors to rush in, sending SanDisk up over 27% in a single day.
Today, the January Effect excitement is cooling. Investors are now pondering the boom & bust history of the memory cycle and wondering if the current price is a peak.
I believe that the current dip is just a pause before the pace picks up again for the memory chip stocks.
The fundamental demand for HBM4 and advanced computing power is structural, not cyclical.
So it is important to have a long term horizon when investing.
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