Social Media Went Negative on Memory Stocks like SanDisk & Micron Last Weekend. Then They Rallied.

On the astir caller occurrence of The AI Investor Podcast from 24/7 Wall St., hosts Eric Bleeker and Austin Smith debated 1 of the astir contentious calls successful AI hardware close now: whether its clip for investors to get retired of representation stocks.

The speech centers connected SanDisk (NASDAQ:SNDK), Micron Technology (NASDAQ:MU), Semtech (NASDAQ:SMTC), and NVIDIA (NASDAQ:NVDA). Bleeker discussed however societal media past play had gone precise antagonistic connected representation stocks, but helium saw a way to little margins and continuing beardown nett maturation successful the years ahead. After this conception was released, SanDisk released gross borderline targets for 2028 to 2030 that sent the full representation assemblage soaring again.

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The afloat occurrence is embedded below. This station focuses connected the representation and optics conception specifically. Other portions of the occurrence covering the SpaceX buildout economics and the newest portfolio summation are handled successful abstracted recaps.

The Setup: Social Turned On Memory, Then The Stocks Ran

The statement is grounded successful what really happened successful marketplace sentiment implicit the past week. Reddit chatter connected Micron flipped bearish concisely connected Sunday, August 9, 2026, with a sentiment people dropping to 35 connected wallstreetbets astir a thread titled "MU IV crush this week did much enactment than the banal ripping to $1255 ever did." On SanDisk, sentiment sagged into the 48-55 neutral scope done Wednesday and Thursday.

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Bleeker elaborate the statement connected societal media level X, wherever the play turned into a statement astir representation versus optics. He highlighted a station from Citrini expert Jukan05 which spaked overmuch of the debate. In it, Jukan argued:

"I deliberation the marketplace yet has nary prime but to spell merchantability memory, agelong optical successful the "short term." Actually, immoderate hedge funds already look to person this presumption on. There are 3 main reasons. 1. With Korean leveraged ETFs efficaciously dead, LPs are successful a redemption rush, which could bring retired further merchantability connected flow. 2. Nvidia is nerfing Rubin Ultra's HBM and responding with optics, tying aggregate racks together, truthful that adjacent if Rubin Ultra's per rack show is not superior to Rubin, astatine the clump level optics fto the Rubin Ultra clump clasp an borderline implicit the Rubin cluster. This holds adjacent if Rubin Ultra's HBM nerf is simply a proviso occupation alternatively than a request problem. 3. Consensus is forming that representation prices volition highest wrong the adjacent 2 quarters. Medium to agelong word I americium inactive a representation bull, but abbreviated word I americium somewhat bearish connected memory. I presently person nary representation position."