Memory has rocketed way faster than the GPU trade. Too much positives has already been built into the price when it rallies hard. This is why the trade unwinds so much faster than the time when Nvidia was hit by the deepseek scare. Good stocks on egg shells sentiments are definitely a miss for me.

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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