Well... the memory stocks are making last week's debate a little more interesting

Last week I posted that I was more confused by the sell-off than the earnings. Then I spent the whole weekend reading everyone's explanations. Profit taking. Rotation. Too expensive. AI bubble. Fair enough. Now the market finally opens again and the whole memory group comes out strong. WDC and STX are flying, MU and SNDK are green too. It's only been an hour, so I'm not going to pretend one morning proves anything. But I have to say, this doesn't really look like a group the market suddenly decided was broken. Last week everyone had a story. Today I'm more interested in whether buyers are still here this afternoon. That's it. I'm just watching. But so far, the market is making some of those weekend theories look a little dramatic😂