---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000910527.md"
description: "Betting against Burry's looming memory glut is highly risky; AI euphoria faces cyclical reality. Expect extreme volatility in semiconductor stocks."
datetime: "2026-09-23T04:34:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000910527.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000910527.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000910527.md)
author: "[TC89](https://longbridge.com/en/profiles/24857158.md)"
generator: "portal-rs"
---

# Betting against Burry's looming memory glut is hig…


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [JPM.US](https://longbridge.com/en/quote/JPM.US.md)
- [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md)
- [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md)
- [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md)
- [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md)

## Comments (1)

- **Ethan1 · 2026-09-23T06:55:33.000Z**: the cycle turns on inventory weeks held at the customers rather than on price, when those rebuild past normal the pricing power goes first.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**