$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ if you feel demoralized think twice.
every rally benefits someone. but someone has to pay. leopard Leopold Aschenbrenner’s AI-focused hedge fund paid. who is next ?
CXMT DRAM Breakthrough Hammers Memory and Optical Stocks — Panic or Repricing?
AI hardware sold off hard Monday: SanDisk -5.97%, Lumentum -9.78%, Micron -3.88%, SK Hynix -4.02%. Trigger: CXMT's president announced a 4F² DRAM architecture breakthrough at a weekend conference, targeting server memory by end-2026 — reviving fears of Chinese competition on pricing. Broadcom CEO Hock Tan warned capital, not chips, is now AI's primary bottleneck. Bulls say CXMT still faces major yield hurdles before any volume ramp; bears say once markets price in Chinese DRAM competition, fundamentals can't stop the re-rating. Has this changed your conviction in memory stocks?
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