Seagate is mentioned as part of a sector experiencing a significant sell-off, with the creator holding a cautious stance.
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Selling Off: DRAM, MU, SNDK, & more (Part 1)
Jul 29, 2026
The creator discusses a significant sell-off in the DRAM, SSD, RAM, memory, and storage sector, citing SK Hynix, Micron, SanDisk, and Seagate as examples. They believe the AI infrastructure bubble has burst and that the current pullback is overblown, though they had anticipated a smaller correction. The creator previously advised caution against FOMO-driven investments in this space, emphasizing fundamentals over speculative gains.
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SanDisk is mentioned as part of a sector experiencing a significant sell-off, with the creator holding a cautious stance.
Micron is mentioned as part of a sector experiencing a significant sell-off, with the creator holding a cautious stance.
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