It's not just these three — this was a broad storage and chip-related selloff. SK Hynix fell 13.48%, Seagate dropped 10%, and Western Digital fell 9.22%, with optical names like Corning (-9%+) and Lumentum (-6.1%) also caught up in it.

Supercycle definietely will peak

Hi there, great observation. I believe you may have heard there 2 classical mantra: (1) "Buy the rumour/fact, sell the news", (2) The stock market is a voting machine in the short term, but a weighing machine in the long term - I.e. ran by sentiments in the short term but fundamentals in the long term.

🌟🌟🌟This has been a brutal week for tech stocks especially semiconductor stocks.  The bloodbath was driven by a perfect storm of technical, macro and geopolitical catalysts. However I believe that this is a healthy pullback and the long term case for semiconductors remain rock solid.  The core driver of this selloff is profit taking and a sector rotation rather than an absolute drop in chip demand. So I got into action and bought $Roundhill Memory ETF(DRAM)$ to hold long term. As Warren Buffett likes to say: "When there is fear in the markets, it is time to be greedy." @TigerTradeNewbie

I'm holding $Micron Technology(MU)$ and used this pullback to add a little more. To me, the market wasn't reacting to weak earnings—it was reacting to very high expectations after such a strong AI-driven rally. When positioning gets crowded, even good news can trigger profit-taking. I'm still positive on the long-term AI infrastructure story because demand for HBM, enterprise SSDs, and AI servers hasn't changed. What changed is sentiment and valuation. After such a big run, a healthy pullback isn't surprising, and it's a reminder that risk management matters. For now, I'm staying patient instead of trying to call the bottom. If the fundamentals stay intact, I'd rather accumulate quality names gradually than panic over one bad week. Short-term vola

Nice Sharing 😁 I stay sidelines with a 🍷 in ✋. @koolgal @Shyon @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000

Being tiger newbie, you have taken enough action to look into it why n what happen to this stocks to fell so harsh... thanks for your insight

I stood on side and watched scandisk, mu, samsong, lumentum all these horses run fast, then I decided to buy them, when I buy those horses it all stared falling down, i bought at ATH, now holding bag, want to get out quickly

Keep up the good work… keep observing, keep writing…

Pretty strong and logical article from a newbie! Good on you! [Strong]

$MU$   $SanDisk Corp.(SNDK)$   $Taiwan Semiconductor Manufacturing(TSM)$   Chip, storage shares rose in overnight trading. SOXL, Wolfspeed up over 3%; SanDisk, Credo, Intel, Micron up about 2%. ASML Holding rose 3%. The move came ahead of Wednesday’s report, with analysts looking for EUR8.90 billion revenue and EUR2.65 billion profit; Jefferies flagged a potential lift to 2026 sales guidance toward EUR38–EUR42 billion on strong EUV demand as TSMC and memory makers expand capacity, while investors watch commentary on China sales near

$Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   SanDisk (SNDK) stocks were buoyant and bullish as storage stocks rebounded early in trading today. Micron Technology stock was gaining early Tuesday after a wobble the previous day. The memory-chip maker can go a lot further on the back of rising prices for its hardware, according to KeyBanc analyst John Vinh. The shares were up 4.1% at $975.31 in Tuesday’s early trading. The stock dropped 4.3% on Monday amid a broad chip-sector selloff. Memory-chip stocks have been notably volatile after racking up huge gains on the surge of spending caused by the artificial-intelligence boom. Markets a

$SanDisk Corp.(SNDK)$ This is a long term stock, dun be short sighted, look far.... profitable for sure

Oh no! Is this the end of the AI trade?

A 12.6% one-day decline is significant, but by itself it does not confirm that the memory supercycle has peaked. The key question is why the stock fell: If the decline was driven mainly by valuation compression and profit-taking, especially after a very strong run and high expectations, the long-term memory thesis may remain intact. If it reflects evidence of weakening NAND pricing, customer inventory corrections, or deteriorating demand, then it would be more concerning. At present, the industry's structural drivers remain broadly supportive: AI servers continue to require more high-performance storage. Enterprise SSD demand is stronger than in previous cycles. Supply discipline across major NAND manufacturers is much better than in past booms. However, after a record rally, expectations

$Micron Technology(MU)$   If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m

Since mem makers said they will need years to build new facilities, and years to fully reach output capacity, it logically means it will take years to reach high margins and revenue assuming the AI bubble doesn't crash. If it crashes, today's profits in cash will be their only chance of survival. Spending early on huge expansions is lethal to this line of business.