The recent selling in memory and storage names has been pretty aggressive, and it doesn't really line up with the underlying fundamentals, which still show huge growth and very high profit margins. Negative sentiment gave some people room to push the selling, but this doesn't look like a traditional memory cycle. Memory and storage are expected to stay in short supply possibly through 2030, and multiple memory/storage CEOs have already said the supply/demand imbalance will likely be worse in 2027.
$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Roundhill Memory ETF(DRAM)$
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