Don't Get Shaken Out of Memory Chip Stocks
teortaxesTex · x · 2026-07-12
The author reflects on selling SanDisk shares at a low point after blindly trusting bearish market narratives. A cited tweet exposes a hypocritical, emotion-driven logic in the current memory chip market: if earnings beat expectations, the market questions if it's an unsustainable cyclical peak; if they miss, the market immediately turns bearish and dumps shares. The author argues that from a fundamental and long-term perspective, demand for memory chips continues to trend upward, and investors shouldn't be misled by such irrational panic.
More from Venture
- Klaime Raises $5.5M to Offer Insurance-Backed Warranties for Enterprise AI Agents — ycombinator · 2026-07-22
- The Evolution of LLM Business Models: Selling Outcomes Over Tokens — yacineMTB · 2026-07-22
- Gorgias says it has raised over $100M to launch AI Agent 3.0 for customer support — Scobleizer · 2026-07-22
- Bootstrapped to 100K Users: Solo Founder Runs Operations with 9 Specialized AI Agents — cen6wkf · 2026-07-22
- Prescience launches publicly as an AI-native health insurance company — ycombinator · 2026-07-22
- Polymarket puts Anthropic’s year-end IPO odds at 64% amid patent suit — Polymarket · 2026-07-22