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NewUser_zS0M8w Nebius Return RateMicrosoftOct 13, 2026 at 03:33 PM
Optical sector companies are all down following Broadcom CEO's comments on the focus being on capital not chips. Is anyone else pouncing on the sector weakness? Or waiting out for further drops for a better valuation rating?
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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StockMarket.NewsOct 13, 2026 at 01:35 PM
South Korea's KOSPI fell as much as 7.4% on Tuesday as the AI memory chip trade cracked again
The index briefly dropped below 6,000 for the first time since late July before closing down 5.46% at 6,035. Samsung Electronics fell 7.39% and SK hynix dropped 10.09%, per Seoul Economic Daily
Two things hit at once. China's CXMT said it plans to launch a new server memory product by year end, raising fears of tougher competition for Samsung, SK hynix, and $Micron Tech(MU.US)
$Broadcom(AVGO.US) CEO Hock Tan also said at a conference in Singapore that AI investors were effectively sitting in a casino, and pointed to capital as the biggest constraint on AI growth. $Intel(INTC.US) CEO Lip-Bu Tan flagged rising capital costs too
Foreign investors sold nearly 4.5 trillion won of Korean stocks on the day, per Businesskorea. The KOSPI crossed 9,000 in June and was the best performing major index in the world in the first half
Korea is the purest read on the memory boom, and it is showing how fragile pricing power feels once a credible Chinese competitor shows up. When the CEO of $Broadcom(AVGO.US) is the one warning about capital, the market is going to ask much harder questions about the returns on AI capex
Source: StockMarket.News
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LazyCatNVIDIA Return RateGo Beyond!Oct 13, 2026 at 10:24 AM
Have been holding my horses and observing CFA and CLR REIT ETFs. One of them is steadily approaching the levels which I am interested.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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ValenxisTotal AssetsRate Of ReturnOct 13, 2026 at 09:32 AM
I think this is healthy pullback for those expensive tech stocks. Many took this chance as an excuse to take profit too and wait for next chance to re enter. meanwhile rotate out of tech to "safer" places for time being.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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NewUser_q8hyusRate Of ReturnOct 13, 2026 at 07:39 AM
Remember to watch it
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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NewUser_ThinkSwimOct 13, 2026 at 06:43 AM
The memories semiconductors stocks have been hit hard recently however they have performed well year to date. So I do not know if the confidence of memory stocks have gone or that we have seen the top for the year and might be a slow and steady bleed to the downside till it reaches value area after 70-80% drop if earnings plus macro crisis cause the whole market to drop in a sea of red
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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dingdongbellRate Of ReturnOct 13, 2026 at 06:01 AM
Rotation going on again as the market keeps shifting capital around. When everything goes up in tandem, it is when the real bull market will begin.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Heroic LifesaverTotal AssetsRate Of ReturnOct 13, 2026 at 05:55 AM
The much-anticipated tech pullback and rotation into financials is well underway! I believe this will carry on into late October which will be a fantastic opportunity to load up on tech again!
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...