$Everspin Tech(MRAM.US) just went heavily long on MRAM. This year's memory stocks like MU, SNDK, WDC, STX have all gone crazy. MRAM is also in the memory business, just on a different track!
洛![< Q MRAM NasdaqGM 山 Summary News Analysis Financials Everspin Technologies，Inc.]()
Memory Supercycle: Topped Out, or Buy the Pullback?
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$Semiconductor(CP00062.US). Jack
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Tuesday 1/20 the Nasdaq Composite Index fell 2.4% and the top Semiconductor ETF, $SMH fell 2.5%.
Good time to:-Adjust portfolio, cash levels-Make sure stops in place-See which stocks went UP on a down day-Down: MAG 7 ETF $MAGS -3.0%, and all 7: $NVIDIA(NVDA.US) worst -4.4%, $Microsoft(MSFT.US) best -1.2%-UP: US chip mfg $Intel(INTC.US) $GlobalFoundries(GFS.US) $Amkor Tech(AMKR.US)-UP: Silicon Photonics (SiPh): $Applied Optoelectronics(AAOI.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US)-UP: Memory $Sandisk(SNDK.US) $Micron Tech(MU.US) $Rambus(RMBS.US) $Everspin Tech(MRAM.US)-UP: Interconnects: $Astera Labs(ALAB.US) $Credo Tech(CRDO.US)-UP: Also $AMD(AMD.US) $Arm(ARM.US) $Monolithic Power(MPWR.US) $Aehr Test(AEHR.US) $Formfactor(FORM.US) $Nova(NVMI.US)Not intended as exhaustive list. Do your own research. Just food for thought. Stay sharp out thereSource: Dan Nystedt