SanDisk is showing signs that the market cycle top is already in.
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The creator discusses the memory trade, highlighting SK Hynix's record quarter but subsequent stock drop. T...
Jul 29, 2026
The creator discusses the memory trade, highlighting SK Hynix's record quarter but subsequent stock drop. They analyze factors pushing stocks down, including leveraged ETF unwinding and hedge fund shorting. The creator also notes that memory stocks historically top before earnings and suggests that while some are trading like the top is in, Micron is holding up relatively better, potentially indicating a final push higher.
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Micron is holding up better than its peers, but the creator warns that memory stocks often peak well before earnings.
Despite record quarterly results, SK Hynix stock fell 9% to a new low, signaling a potential cycle top.
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