The powerful rally across memory stocks points to a genuine fundamental trend restart rather than a temporary short squeeze. Strong profit figures from Samsung alongside comments from tech giants regarding tight memory supply and rising costs confirm that the memory downturn has bottomed. High bandwidth memory demand driven by AI servers is structurally constraining standard DRAM and NAND supply, giving producers significant pricing power. While extreme single day gains usually invite brief pullbacks, the underlying shift in supply and demand mechanics provides a solid foundation for further medium term upside.
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