Just as a reminder: AMD, MRVL, TSM, NVDA are moving similar to us today

Since this sub will be full of panic and fud today, just some perspective: I have all of those in my portfolio and their movement is similar. Whatever is happening right now, semis in general are suffering, this is not specific to memory and "peak memory cycle" concerns. Seems like a broad rotation out of semis, however I believe the money will come back to the sector. Could take a while though.