Semiconductor names got hammered last week, with memory leading the carnage.
$MU down 22%, SK hynix -20%, Samsung -16%. The AI darlings didn't escape either — $AMD -11%, $AVGO -10%, $NVDA -9%, $TSMC -8%.
Memory weakness often signals demand concerns or inventory corrections. When memory leads the selloff, it's worth asking whether this is a temporary air pocket or the start of something bigger. Historically, these sharp sector-wide drops create interesting entry points for patient buyers — but timing matters.
Watch how the next earnings cycle shapes up. If guidance holds and hyperscaler capex stays strong, this could be noise. If not, rotation accelerates.
$MU down 22%, SK hynix -20%, Samsung -16%. The AI darlings didn't escape either — $AMD -11%, $AVGO -10%, $NVDA -9%, $TSMC -8%.
Memory weakness often signals demand concerns or inventory corrections. When memory leads the selloff, it's worth asking whether this is a temporary air pocket or the start of something bigger. Historically, these sharp sector-wide drops create interesting entry points for patient buyers — but timing matters.
Watch how the next earnings cycle shapes up. If guidance holds and hyperscaler capex stays strong, this could be noise. If not, rotation accelerates.