From my perspective, the selloff in
$Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ looks more like a knee-jerk reaction. Google Research’s TurboQuant is impressive, but the market is oversimplifying it into “less memory = less demand,” which I don’t fully agree with.
The key point for me is that TurboQuant only compresses inference-side KV cache, not HBM used for training or model weights. Lower costs typically drive higher usage — meaning more queries, longer context, and larger models. That’s why I see $Alphabet(GOOGL)$ as the biggest winner here, not a signal of collapsing memory demand.
That said, Micron Technology faces extra pressure due to its aggressive capex. I still view this as a short-term digestion phase rather than a broken thesis, and I’d lean toward selectively buying the dip in stronger names.
@Tiger_comments @TigerStars @TigerClub
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