The author reflects that widespread bearish sentiment on memory three months ago preceded
The author reflects that widespread bearish sentiment on memory three months ago preceded massive gains in MU, SNDK, EWY, SK Hynix, and Samsung. They caution against following narrative trends and suggest optical names may be in a similar early stage, with photonics and memory as top themes.
“Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc." Probably same thing now with optical names and their projections into 2027, 2028. I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.”Original post：X / @aleabitoreddit ↗
Related stocks
MUBullish
+9.43% today
+147.39% 90d
MU surged 195.26% from $380 to $1122 since the author's bearish sentiment observation three months ago, showing strong momentum in memory.
Trade ↗SNDKBullish
+10.74% today
+187.23% 90d
SNDK rose 281.42% from $565 to $2155 in the same period, indicating significant memory sector growth.
Trade ↗EWYBullish
+6.92% today
+66.29% 90d
EWY, a Korea ETF, gained 65.91% from $132 to $219, reflecting the memory sector's regional impact.
Trade ↗