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r/stocksr/stocks· u/Key_Category_8531· 3d ago 34

All it takes is 1 algorithmic breakthrough in AI for memory stocks to go belly up...

Investor summaryBearish

Author warns that a single algorithmic breakthrough making AI more memory-efficient could cause memory stocks to crash 60% overnight.

Bear points
  • A single algorithmic breakthrough could make AI models significantly more memory-efficient.
  • Such an efficiency gain would cause memory stocks to crash by 60% overnight.
MUAI 资本开支半导体
Post body

Happy for all the people who are making massive gains. Awesome, go for it. Run up your portfolios, become millionaires, buy houses with the gains you've made, etc.

But just understand.. all it takes is 1 algorithmic breakthrough that some AI researcher discovers overnight, that causes AI models to be much more memory efficient..

If that happens... you best believe memory stocks are crashing by 60% literally in one night lol..

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