Crazy how fast the memory narrative flips.
A few sessions ago the talk was that names like MU and SNDK had already run too hard.
Now one supply shift later and people are back to asking whether the real move is only just starting.
That’s why this part of the market is so hard to trade.
When supply tightens, pricing power can change fast, and suddenly what looked “too expensive” starts getting re-rated again.
I still think memory is one of the most important pieces of the AI hardware story.
The real question now is whether this is the start of a bigger leg higher, or just another sentiment spike that gets sold.
Are you treating this as a real breakout in the memory theme, or just hype getting overheated again?
Micron Reclaims $900! Order Fears Fade, Is Chip Selloff Over?
Micron surged 9.87% in a single session, reclaiming $900 as Friday's panic over alleged Nvidia order cuts rapidly dissipated. Semiconductors staged a broad V-shaped rebound — the 3x leveraged chip ETF soared 15.83%, Intel gained 11.19%, and SK Hynix's 2x leveraged ETF rose 14.60%, as dip-buyers flooded back the day after the crash. Is this an oversold bounce, or the start of a sustained recovery — will you chase this chip rally or wait for a pullback confirmation?
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