Memory chip selloff looks more like a sentiment reset than the end of the AI cycle. AI infrastructure, HBM and hyperscaler demand remain strong.If post-FOMC volatility subsides, Micron, Samsung, and SK Hynix could offer compelling long term entries.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.