Rate Of ReturnSk Hynix slowing its HBM4 & Nvidia cutting forecast for Rubin output has spurred the uncertainty over AI memory supercycle. The global crash last night was due to many Koreans playing with margin calls, forcing them to liquidate their US assets for stop losses. Besides, I don't think the memory supply bottleneck can be solved overnight, though the sector has already exploded exponentially. Hence the pullback was reasonable, and in fact I think there should be more, but knowing that traders are playing with the memory stocks, I believe they will recover promptly.
[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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