
Post
taishiro
The memory chip selloff is exposing a risk the AI market may have underestimated: strong demand does not automatically translate into sustainable stock prices.
Micron, SanDisk and SK Hynix have come under pressure as investors reassess AI spending, rising financing costs and the threat of stronger Chinese competition. The latest selloff also comes after a massive rally built on expectations of prolonged demand for AI memory and storage.
#MemoryChipStocksFall
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