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The creator discusses the recent pullback in memory stocks, arguing that it is a healthy retracement rather...

Aug 18, 2026

The creator discusses the recent pullback in memory stocks, arguing that it is a healthy retracement rather than a crash, driven by macro factors rather than fundamental weakness.

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Tickers discussed in this post

NBISNeutralMedium ConvictionSignal-backedSecondary

NBIS is experiencing a minor pullback on low volume, which the creator views as a healthy digestion phase.

SNDKNeutralMedium ConvictionSignal-backedSecondary

SanDisk is undergoing a standard market digestion phase following a significant rally.

MUNeutralMedium ConvictionSignal-backedPrimary

Micron is experiencing a healthy retracement rather than a fundamental crash, with the creator advising against panic selling.

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