The price of DRAM has been falling since June. But this doesn’t mean instant loss for Micron since they will open new factory in 2028 and can produce even more ram and get rid of bottleneck. More sold ram = more profit, right? Falling DRAM prices is bullish for MAG7 stocks. This is maybe why all MAG7 stocks been going up last few days. Whats your play? Rotation to MAG7 or keep memory?
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