When the biggest memory player hits records but the whole chip group rolls over into a bear market, that’s classic late-cycle behavior. If Samsung’s best quarter coincides with selling, I’m taking it as confirmation the AI trade is exhausted and de-risking.

Longbridge - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Memory Chips Fall Into a Bear Market

The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...

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