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.
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