Target is mentioned as part of an interesting week ahead with upcoming earnings reports.
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The Rally In Memory Chips Is Over & Hyperscalers Will NOT Gain From It!
Aug 19, 2026
The creator argues that the rally in memory chips is over and that hyperscalers will not benefit from a rebound. They predict a shift in market tides, with both memory chips and hyperscalers potentially declining, leading to a Nasdaq correction, exacerbated by rising oil prices due to the Iran conflict.
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Walmart is mentioned as part of an interesting week ahead with upcoming earnings reports.
Lowe's is mentioned as having an upcoming earnings report, contributing to an important week for the housing market.
Toll Brothers' earnings report is mentioned as part of an important week for the housing market.
Home Depot's earnings report is highlighted as important feedback for the housing market.
Corweave is mentioned as a stock that could go down significantly if market psychology turns negative.
Lumentum is mentioned as a stock that could go down significantly if market psychology turns negative.
Nubia is mentioned as a stock that could go down significantly if market psychology turns negative.
Marvell has been rejected at the 50-day moving average and shows a tail candle indicating exhaustion of recent rebounds.
Intel is mentioned as a memory chip supplier that will suffer as hyperscalers are forced to reduce their purchases due to financial constraints and rising interest rates.
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