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Leif | InvestingJul 08, 2026 at 04:53 am
Today was the REAL TEST for memory stock bulls
Today’s drop/from ATH: -7.2%
(31% off ATH) -7.8% (32% off ATH) -4.5% (25% off ATH) -4.7% (24% off ATH Why the selloff? 
• Samsung’s earnings triggered broad weakness across the memory space. • 
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BKLZ〜雰囲気投資家の矜持〜Jul 03, 2026 at 08:33 am
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Ted ZhangJul 03, 2026 at 01:50 am
As of now, still the top $MU Earnings may have put the top into semis and memory. All I heard was: ‘Best earnings ever '1000% EPS, 80% margins, P/E so low' Where were these words when @GavinSBaker @citrini were buying them late 2024 and early 2025 when the EPS/Revs hadn't shown up yet. Cyclical -
TrendSpiderJul 03, 2026 at 01:32 am
Chip and memory stocks are taking a beating this week Sandisk -16% Micron -14% Western Digital -11% Seagate -11% Applied Materials -7% Arm Holdings -7% Intel -6% Broadcom -4% ASML -2.5% Advanced 
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