Semiconductor stocks are under pressure as the AI compute narrative cools, with memory names bearing the brunt of the selloff. Yet cycle troughs often mark the best entry points — is this a valuation reset, or the beginning of the end of the boom?

Semiconductor stocks are under pressure as the AI compute narrative cools, with memory names bearing the brunt of the selloff. Yet cycle troughs often mark the best entry points — is this a valuation reset, or the beginning of the end of the boom?

Semiconductor Selloff Hammers Markets — Is Memory Still Worth Buying?

$SK Hynix(SKHY.US) In my lifetime, I can see the left foot stepping on the right foot. US stocks rise, then Korean stocks rise, and after Korean stocks rise, US stocks rise again. Issuing ADRs at a 2.9% premium, and it's still rising like this. Even $KB Financial(KB.US) has hit a new all-time high. How much leverage must be rushing into this wave?