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🧵 Memory Stocks: Short-Term Bounce, Bigger Shift Ahead $BTC Apple reportedly testing Changxin Memory’s DRAM for iPhone and MacBook could be more important than it initially appears. It signals that major device makers may be exploring alternative memory suppliers, potentially challenging the highly concentrated structure of the global memory market. Despite strong earnings, memory names such as $BTC SNDK, SK Hynix and Samsung have faced significant selling pressure. The recent rebound in Korean memory stocks looks more like a short-term recovery after leveraged positions were unwound—not yet a confirmed fundamental trend reversal. $ETH If Changxin eventually becomes part of Apple’s supply chain, the bigger impact could be on future market expectations and pricing power. At the same time, expanding memory capacity and massive planned capex could gradually reduce the scarcity premium that has supported memory prices. AI demand remains strong, but the era of effortless memory price increases may be approaching a turning point. Short-term bounce ≠ long-term trend reversal. The next phase will be about supply growth, pricing power and whether demand can continue absorbing the new capacity. Patience matters. #OKXTraderVoices #SP500Eyes8000 #WhiteHouseVsLisaCook #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges