For my choice: C — Stay bullish, but focus on AI infrastructure.
I think C is the best choice.
AI models may slow down because of safety concerns, but AI still needs:
Chips: AMD, NVIDIA
Memory: SK hynix, SanDisk, Micron
Data centers: CoreWeave
Power: Bloom Energy
Even if new AI models develop more slowly, existing AI systems still need huge amounts of computing power, memory, data centers and electricity.
The $315 million options trade is a positive signal, but I would not blindly follow it. We don't know the full strategy behind those trades.
What I would do
Long term: Stay bullish on AI infrastructure.
Short term: Be careful. Triple Witching and high valuations can create big price swings.
I would rather buy strong companies during pullbacks than chase stocks after a big rise.
Bottom line:
AI development may slow, but AI infrastructure still has a long-term growth story.
Memory Stocks Hit Hardest — Can Price-Driven Growth Last?
Memory was the worst group Monday: SK Hynix −7.60% to $175.63, Micron −5.25% to $924.03, SanDisk −4.98% to $1,551.99. They fell harder than semis because the valuations assume price increases keep coming. SanDisk's August 5 quarter showed the structure: revenue $8.97bn, +51% sequentially, with the company putting a third of that on volume and two-thirds on price, and non-GAAP gross margin up 6.2pp to 84.6%. TrendForce had NAND contract prices up 70–75% in the spring quarter, narrowing to 10–15% the next. Micron reports Sept 30. When two-thirds of growth is price, does the headline number hold?
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