Buy the Dip?

Gilly87
07-20 11:59

I think it's still a bit early to be loading up on memory stocks. The AI story is still intact, but memory has always been one of the most cyclical parts of the semiconductor market, and when sentiment turns, these names can fall a lot faster than they climbed.

$SanDisk Corp.(SNDK)$

$SK hynix(SKHY)$

$Micron Technology(MU)$

$Roundhill Memory ETF(DRAM)$

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$

That said, I'm definitely watching MU closely. If we see the selling start to slow, guidance remains strong, and demand from AI data centres continues, this could become a great long-term buying opportunity rather than something to panic over. I'd rather miss the exact bottom than catch a falling knife.

For now, I'm staying patient and keeping my cash ready. Quality companies usually recover, but timing matters just as much as picking the right stock. 📉➡️📈

# Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?

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  • fluffik
    ·07-20 14:32
    Still holding MU. Inventory matters more than the dip here imo — seeing any real signs of stock clearing yet?
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