Posteo

#AIMemorySelloffEases The memory trade is not dead, but the bar is much higher now. Sandisk and WDC showed that strong earnings alone are no longer enough when stocks have already priced in a perfect AI demand story. The market is starting to separate real AI infrastructure demand from overextended expectations. For me, this is not a full bearish signal on memory. It is a valuation reset. AI still needs storage, NAND, and data-center capacity, but after big runs, investors want cleaner guidance, not just “AI exposure.” That is why small beats can still get sold. The next move depends on whether buyers treat this dip as exhaustion or the start of a broader AI hardware rotation. $BTC $ETH $OKB #BTCETHETFInflowsReturn #SpaceXShortCovering