---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000819291.md"
description: "As I have mentioned before, this market is long overdue for a proper correction and memory stocks could be the first to lead it down.CXMT’s upcoming listing isn’t just another semiconductor IPO. It’s a direct challenge and a far bigger threat to SK Hynix, Micron and every other player in this space. Yesterday’s sharp drop in memory stocks? It could be a healthy correction or it could already be pricing in this new competition. Either way, the market has spoken and we can all see it.How far will this pullback go? I expect it to be short‑term. But over the medium run, memory stocks must deliver on their growth story ,just like Tesla. If cannot deliver, the market will punish them hard."
datetime: "2026-07-28T03:50:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000819291.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000819291.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000819291.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# As I have mentioned before, this market is long ov…


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- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
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## Comments (2)

- **Vt3 · 2026-07-28T07:12:20.000Z · 👍 1**: Tesla I left to keep for Mid Term growth. Is safe.
  - **Fattycat** (2026-07-29T11:21:37.000Z): I don’t invest much in US market . 0.0001% of my portfolio 🤣. For excitement only.


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