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$NVIDIA (NVDA.US)$
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The weekend headlines look terrifying. If you turn on financial media, the "experts" are scrambling to predict the end of the world.
The media gets paid by your fear. Experts who sound the loudest are rarely the ones quietly buying. So before you make a single decision this week, let me share how I am thinking a...
Join my group to not miss any sharings :
Join us in the group chat US & Bursa Study Group.
The weekend headlines look terrifying. If you turn on financial media, the "experts" are scrambling to predict the end of the world.
The media gets paid by your fear. Experts who sound the loudest are rarely the ones quietly buying. So before you make a single decision this week, let me share how I am thinking a...
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AI semiconductor stocks have been one of the hottest trades in the market. $NVIDIA (NVDA.US)$ , $Advanced Micro Devices (AMD.US)$ , $Micron Technology (MU.US)$ , $Broadcom (AVGO.US)$ , $Arm Holdings (ARM.US)$ , $Marvell Technology (MRVL.US)$ , optical networking names and semiconductor equipment stocks all joined the same AI infrastructure rally.
So when these stocks pull back from recent highs, beginner investors naturally ask: has the AI semiconductor ...
So when these stocks pull back from recent highs, beginner investors naturally ask: has the AI semiconductor ...
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President Donald Trump announced on Thursday, June 18, that $Apple (AAPL.US)$ has agreed to work with $Intel (INTC.US)$ to design and manufacture its chips within the United States. Detailed in a recent social media statement, the administration brokered this partnership as part of a broader effort to revive domestic semiconductor manufacturing.
The Government Stake
For market trackers, the...
The Government Stake
For market trackers, the...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Why Memory Stocks Are Falling Now
The pullback is driven more by sentiment and positioning than by a clear deterioration in fundamentals.
After a sharp AI-led rally, investors are reacting to four concerns:
First, profit-taking after a crowded run;
Second, Samsung’s former chip chief warning that memory prices could fall from the second half of next year as China-led supply expands;
Third, CXMT’s rapid revenue growth, which rei...
The pullback is driven more by sentiment and positioning than by a clear deterioration in fundamentals.
After a sharp AI-led rally, investors are reacting to four concerns:
First, profit-taking after a crowded run;
Second, Samsung’s former chip chief warning that memory prices could fall from the second half of next year as China-led supply expands;
Third, CXMT’s rapid revenue growth, which rei...
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$Micron Technology (MU.US)$
A SemiAnalysis note triggers an algorithmic meltdown in memory stocks.
Reports suggest that Nvidia may reduce the CPU-side SOCAMM (LPDDR5X) DRAM capacity on its mainstream Rubin NVL72 systems from ~55TB per rack to ~28TB. In response, Micron (MU) plunged up to 10% intraday, dragging down the entire memory and storage sector.
💡 This is a classic "technical misunderstanding" and an aggressive market overreaction.
🔍 The Truth: ...
A SemiAnalysis note triggers an algorithmic meltdown in memory stocks.
Reports suggest that Nvidia may reduce the CPU-side SOCAMM (LPDDR5X) DRAM capacity on its mainstream Rubin NVL72 systems from ~55TB per rack to ~28TB. In response, Micron (MU) plunged up to 10% intraday, dragging down the entire memory and storage sector.
💡 This is a classic "technical misunderstanding" and an aggressive market overreaction.
🔍 The Truth: ...
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This is what happens when you diligently DCA, do small trades on the volatility and eventually take big profit.
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U.S. memory stocks sold off sharply after a widely circulated SemiAnalysis note suggested Nvidia may reduce Rubin NVL72 CPU-side SOCAMM DRAM capacity from roughly 55TB per rack to roughly 28TB. $Micron Technology (MU.US)$ fell about 7.5%, with its intraday low close to 10% below the prior close. $SanDisk (SNDK.US)$ fell about 3.9%, $Western Digital (WDC.US)$ fell about 3.1%, and $Seagate Technology (STX.US)$ fell about 1.5%.
Three Thin...
Three Thin...
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$Intel (INTC.US)$ $Marvell Technology (MRVL.US)$ $Qualcomm (QCOM.US)$ $Applied Optoelectronics (AAOI.US)$ $Roundhill Memory ETF (DRAM.US)$
If you read my article carefully, you should already know what to do yesterday.
While everyone was distracted by headlines, fear, and endless market predictions, I kept repeating the same message: Ignore the noise, stay calm, and focus on the bigger picture.
When markets get volatile, ...
If you read my article carefully, you should already know what to do yesterday.
While everyone was distracted by headlines, fear, and endless market predictions, I kept repeating the same message: Ignore the noise, stay calm, and focus on the bigger picture.
When markets get volatile, ...
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What happened?
Friday was brutal for chip stocks. The $PHLX Semiconductor Index (.SOX.US)$ dropped 10.3%, its worst one-day decline since March 2020. U.S.-traded chip stocks lost more than $1 trillion in market value.
But the crash came after a huge rally. AI chips had become one of the most crowded trades in the market. When a trade rises too far, too fast, it becomes vulnerable to any negative catalyst.
Why did chips crash?
– The first reason was positionin...
Friday was brutal for chip stocks. The $PHLX Semiconductor Index (.SOX.US)$ dropped 10.3%, its worst one-day decline since March 2020. U.S.-traded chip stocks lost more than $1 trillion in market value.
But the crash came after a huge rally. AI chips had become one of the most crowded trades in the market. When a trade rises too far, too fast, it becomes vulnerable to any negative catalyst.
Why did chips crash?
– The first reason was positionin...
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Memory and semiconductor stocks sold off sharply this week. The $PHLX Semiconductor Index (.SOX.US)$ (SOX) posted one of its steepest single-day declines in years, falling more than 10% on June 5. $Micron Technology (MU.US)$ (MU.US), $Marvell Technology (MRVL.US)$ (MRVL.US), and $SanDisk (SNDK.US)$ (SNDK.US) each dropped roughly 11–17%, retreating from recent highs after a sharp run-up in AI-linked memory names. For investors positioned around the HB...
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Mac’Niff : Good read, i like the content. Valid points throughout it.
HolyMolyFatDuck OP Mac’Niff : Thank you
MY SD : Good sharing. Tx
i short the sheriff : looking forward to your views
106208905 : Flash crash![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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