D1ane
09-16 17:07

I think Monday repriced expectations more than fundamentals. 📉 The market briefly questioned whether AI spending could slow, but Tuesday’s rebound in AMD and Qualcomm suggests investors weren’t ready to abandon the chip cycle. What stands out to me is memory staying weak — that tells me the market is becoming much more selective about which parts of AI infrastructure still have pricing power. 👀
# Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

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  • miffsy
    ·09-16 17:53
    Memory weakness still looks more like a supply mismatch than AI demand cracking. Inventory digestion in storage just lags GPU and CPU by a few quarters
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