Memory best trade of AI boom ending with $108B Micron SanDisk SK Hynix loss on China closing tech gap is structural - if…

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Oct 13, 2026 at 04:23 AM

Memory best trade of AI boom ending with $108B Micron SanDisk SK Hynix loss on China closing tech gap is structural - if China cracks HBM, pricing power gone like DRAM in 2019. At home early bank bounce faded is actually neutral - STI banks already oversold from last week’s 5% slide, now just chopping while market digests US memory contagion.

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Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout

Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...

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