Rate Of ReturnSouth Korean stocks experienced a V-shaped rebound today, while GigaDevice's trading volume topped the A-share market.
It's laughable that Apple's price hike is affecting memory stocks, because it only dragged down consumer-grade memory demand, while AI memory demand remains unaffected — Micron's Q3 revenue surged 346%, HBM capacity is booked until 2027, and long-term agreements have locked in $22 billion. As long as users are willing to pay for AI, the AI industry's closed loop remains unchanged.
At this point in time, holding or day trading are both viable, but selling memory stocks now is very unwise. Don't be led astray by the noise.
$Micron Tech(MU.US)$Apple(AAPL.US)$GIGADEVICE(03986.HK)
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