Postaus

📊 AI Memory Selloff Is Cooling, But Expectations Have Changed The memory sector isn’t broken—it’s simply facing a much higher bar. Recent results from SanDisk and Western Digital showed that solid earnings alone are no longer enough when stocks have already priced in an aggressive AI growth story. This looks more like a valuation reset than a bearish shift. AI infrastructure will continue to require storage, NAND, and expanding data-center capacity, but investors now want stronger guidance and sustainable growth—not just AI-related headlines. The next move will depend on whether buyers view this pullback as a healthy reset or the beginning of a broader rotation within AI hardware. $BTC $ETH $OKB #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges