To me, Monday looked more like

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Kentzw
09-16 17:24

To me, Monday looked more like a valuation reset than a fundamental break. 📉 The quick rebound in AMD and Qualcomm tells me buyers are still there, while memory weakness suggests investors are questioning pricing power and which companies deserve the AI premium.

# Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

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