The Google AI memory compression paper is actually old news from April 2025, and AI memory demand still heavily outweighs supply. Algorithmic trading (TurboQuant) aggressively sold off memory stocks based on recycled headlines, creating an artificial, unwarranted dip. Buy the dip on Micron (MU) because the fundamental demand for memory remains intact despite efficiency gains. Broader market sell-offs due to geopolitical tensions (e.g., Iranian War mentioned in comments) could drag the stock down further regardless of fundamentals.
MU
HIGH
Mar 27, 05:30
Key Points
['Google compression paper is old news (Apr 2025)', 'Algorithmic selling caused an overreaction', 'Memory demand still outpaces supply', 'Explicitly bought the dip on MU']
March 27, 2026 at 05:30