ASML is mentioned as one of the semiconductor stocks selling off due to China's domestic buildout.
Source Post
My thoughts on DRAM & Memory stocks (Part 2)
Jul 29, 2026
The creator discusses the selloff in DRAM and memory stocks like Micron and SanDisk, attributing it to China's accelerating domestic semiconductor buildout, which is expected to erode pricing power. While acknowledging the severity of the pullback, the creator remains on the sidelines, preferring to avoid emotional decisions and focus on fundamentals, and is unsure if the current panic presents a buying opportunity.
Linked Mentions
Tickers discussed in this post
The creator is rooting for investors in SanDisk from the sidelines but cannot invest due to concerns about China's domestic semiconductor buildout eroding pricing power.
The creator is rooting for investors in Micron from the sidelines but cannot invest due to concerns about China's domestic semiconductor buildout eroding pricing power.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.