With Micron’s stock well off its peak, investors want proof that the AI boom can last
Summary
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.
Discussion on
Trending posts from X.
Samsung is now the most profitable tech company in the world, beating Nvidia due to the AI memory boom.
— Pubity (@pubity) July 8, 2026
They made more money in the last year than they did in the past 40 years combined. pic.twitter.com/ys8qTxgvyB
The $MU memory cycle is over and the bubble is popping.
— EliteOptionsTrader (@EliteOptions2) July 8, 2026
At least that's what the market is pricing after a 25% crash in two weeks. There's just one problem: the "bubble" is sold out for the next two years.
Two weeks ago $MU printed one of the greatest quarters in semiconductor… pic.twitter.com/MDNVyQ5F6i
Looking at the current market mood, it feels like memory is going down either way.
— Jukan @ ICML (@jukan05) July 7, 2026
Case 1: If they deliver earnings above market expectations:
“Isn’t this peak-out? Do you really think these profits are sustainable? Memory is cyclical, and this is the top.”
Case 2: If they miss…