---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000772296.md"
description: "with regards to memory getting torches, I have written 6 days earlier that the "piranhas will have a good time feasting till the next deep seek moment".... now we get to see the robustness and steadfastness of the memory trade."
datetime: "2026-07-02T03:26:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000772296.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000772296.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000772296.md)
author: "[LazyCat](https://longbridge.com/en/profiles/16872684.md)"
generator: "portal-rs"
---

# with regards to memory getting torches, I have wri…


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## Comments (4)

- **greeeedy options · 2026-07-02T03:52:47.000Z**: after that monster run the piranhas were always gonna circle, memory trade just catching its breath imo
  - **LazyCat** (2026-07-02T04:00:24.000Z): it's not a self induced pause but rather a reaction to news which gives wall street a legitimate excuse for getting out of the water and handing the remnants and bones to the piranhas.
  - **greeeedy options** (2026-07-02T04:28:54.000Z): each memory scare this cycle turned into a buy tho. real q is if HBM demand actually cracks or its just tape noise.
  - **Moose_** (2026-07-02T08:38:39.000Z): idk, the lawsuit worries me more than a usual dip. if it forces legacy DDR back online the shortage thesis softens fast.


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