Orders
Rate Of ReturnSamsung just printed record profits, so demand isn’t dead. Memory chips going bear while AI capex keeps ramping feels like a sector rotation shakeout, not an AI top. I’m using this to add because HBM and datacenter memory still have years of runway.
☕️ [Task Coins Giveaway] Daily Market Talk — Memory Chips Fall Into a Bear Market
The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...
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