Western Digital is mentioned as part of a broader list of memory stocks experiencing a price decline.
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Memory stocks are getting crushed even after record earnings, but I think the market is pricing in the next...
Aug 11, 2026
The creator argues that the recent sell-off in memory stocks is an overreaction by the market, which is incorrectly pricing in a cyclical downturn. He maintains a high-conviction bullish stance on Micron, citing structural changes in the memory market driven by AI demand and long-term supply constraints.
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SK Hynix is mentioned as part of a broader list of memory stocks experiencing a price decline.
SanDisk is mentioned as part of a broader list of memory stocks experiencing a price decline.
Micron is a high-conviction buy as the market is mispricing the stock by ignoring structural AI-driven demand and long-term supply constraints.
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MUbuy opened Aug 11, 2026
+12.29%