The creator plans to use a continued pullback in the S&P 500 as an opportunity to accumulate more shares.
Source Post
Memory Stocks Crash HARD After Shocking Breaking News
Jul 15, 2026
The creator discusses a significant downturn in AI and memory stocks, triggered by ASML's Q2 earnings report. Despite ASML reporting good earnings, the market reacted negatively, leading to sharp declines in companies like Nvidia, Micron, AMD, Intel, SanDisk, Dell, and SK Hynix. The creator plans to break down the news, explain the impact on memory stocks, and discuss market rotation and portfolio adjustments.
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Robinhood is up 26% in the creator's public portfolio, demonstrating success in positioning for capital rotation away from AI.
JP Morgan and other banks are performing well due to strong earnings, benefiting from capital rotation.
Google is benefiting from capital rotation out of AI, showing strong performance.
Amazon is a recipient of investor funds rotating out of memory stocks, positioning it as a favored investment during this corrective period in the AI sector.
Apple is seen as a destination for capital flowing out of memory stocks, implying a positive investor sentiment and a preferred position in the current market rotation.
Microsoft is benefiting from investors rotating out of memory stocks, indicating it is a favored investment as the market re-evaluates AI-related sectors.
Google is mentioned as a beneficiary of investors rotating out of memory stocks, suggesting it is a preferred investment destination amidst the current market correction.
Samsung's memory division is also affected by the commoditized nature of memory chips and the unsustainability of current high margins.
ASML's Q2 earnings report, despite being good, is identified as the catalyst for the sell-off in AI and memory stocks.
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HOODbuy opened Jul 15, 2026
-17.86%