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Micron Beat Sparks After-Hours Surge in Memory Stocks: Is the AI Memory Rally Back?

Alpha Clips

joined discussion ·

Micron Earnings Today — CEO: AI Memory Shortage Lasts Until 2028

HBM sold out through all 2026. Shortage lasts "well beyond" that. New US fabs don't ramp until 2028.

🚨 Market Update: Tue $KOSPI (LIST92074.KR)$ -10% · $SK Hynix (000660.KR)$ / $Samsung Electronics (005930.KR)$ each -12%+ · Today both rebounded (Samsung +9%, Hynix +4%) — deleveraging, NOT demand collapse · $Micron Technology (MU.US)$ earnings after close tonight

🎯 Tickers — Long AI Memory · Buying the Dip:

– $Micron Technology (MU.US)$

– $NVIDIA (NVDA.US)$

– $Broadcom (AVGO.US)$

– $Marvell Technology (MRVL.US)$

– $VanEck Semiconductor ETF (SMH.US)$/ $iShares Semiconductor ETF (SOXX.US)$ (Semis ETFs)

– $Roundhill Memory ETF (DRAM.US)$ (Memory ETF)

– $SK Hynix (000660.KR)$

– $Samsung Electronics (005930.KR)$

– $Direxion Daily MSCI South Korea Bull 3X ETF (KORU.US)$ (3x Korea bounce play)

📉 Tickers — Riding the Plunge (If it happens):

– $Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ (-3x semis)

– $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ (-3x Nasdaq)

– $2x Long VIX Futures ETF (UVIX.US)$ (2x VIX)

– $ProShares UltraPro Short Dow30 ETF (SDOW.US)$ (-3x Dow)

– $Direxion Daily S&P 500 Bear 3X Shares ETF (SPXS.US)$ (-3x S&P)

📈 Follow me @Alpha Clips— I hunt alpha in equities, options, and digital assets daily.

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