I'm still focused on the long-term AI memory story. I believe $SK hynix(SKHY)$ , $Micron Technology(MU)$ and the broader HBM supply chain will continue to benefit from AI demand, but I want to see confirmation from upcoming earnings, HBM pricing and company guidance before turning more bullish.
For now, I'm cautiously optimistic. I'll be watching whether the recovery broadens across memory, foundries and semiconductor equipment stocks. If fundamentals stay strong and leverage continues to unwind, I see this pullback as a potential long-term buying opportunity rather than the start of a lasting downtrend.
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- JohnnyYoung·07-15 17:43TOPWho said one bounce means leverage is out? I cleared already — need semi equipment confirming before I trust this V1Report
- kookieman·07-15 17:43TOPI’m holding Micron too — HBM pricing and ASP are the real check for me1Report