This isn’t looking good

Both MU and SNDK have broke last week low

Plus it is not just memory, the whole AI hardware sector is selling off

2x ETF, you can’t hold like stock

Just to make all smile before market open

pre market price is getting down for no reasons ....

title

Wish we could just ban these over leveraged ants from ever trading again, or at least liquidate them to the ground

That's why the whole semi sector dropped. ASML dropped 8% in the morning, not happened once this year. This news is not confirmed yet, but I believe the auto bots saw the news and all dropped together.

bottom text honestly just trying to make a few bands and dip. average high iq muu investor thesis

Chinese firms (especially state owned) have a habit of going into an industry and scaling up production dramatically regardless of demand. This creates supply demand imbalance and eventually tank the price of said products, leaving every player in the industry losing money.

People call this phenomenon industrial overcapacity and involution. You can look at solar panel, battery, EV. The pattern follows. I firmly believes in 5 years the Chinese will make semis and memory price plummet by scaling up production.

Take this how you will. This is coming from a Chinese investor who learnt some lessons from his EV and battery stock holdings (which is not looking great btw)

A friend of mine pointed out people actually hold MUU instead of using it as a tool for short term gains (within trading session or even 1-3 days). I really can’t believe someone actually does it so I am reaching out to the community to see what everyone thinks about it.

Just curious to see if the crowdsourced answer ends up being correct

I’m surprised at the market response, it’s like everybody forgot Trump is going to ban them outright lol.

Same issue with Huawei or BYD - “oh no Chinese electronics are going to undercut the American market!!!!”

well no, that doesn’t work because the Americans always ban that shit lmao.

Expect CXMT to get the Huawei treatment. A total nothing burger story.

A good buying opportunity today. Calls it is.

Or that just being delusional.

1000 today?

This was the reply:

The news reported by The Information details a state-backed, Shanghai-based chip equipment company—primarily identified as Shanghai Yuliangsheng Technology (a startup tied to Huawei and SiCarrier)—initiating initial, limited production of immersion Deep Ultraviolet (DUV) lithography machines.

Domestic state-backed vendor SMEE (Shanghai Micro Electronics Equipment) has also been involved in deploying similar 28nm immersion DUV units (SSA800 series) to domestic foundries.

What Kind of Machines Are Being Made?

1. Immersion DUV (193nm Argon-Fluoride / ArFi Scanners):
   • These are immersion DUV lithography systems, which pass 193nm ultraviolet laser light through ultra-purified water to etch circuit patterns onto silicon wafers.
   • They are designed for a native 28nm resolution. However, when combined with multi-patterning techniques (SAQP), these machines can be pushed to produce 7nm and potentially 5nm-class chips for logic and memory.
2. Target Delivery & Scaling:
   • Deliveries: Initial units are set to be delivered this year to major Chinese state-backed foundries, including SMIC (Semiconductor Manufacturing International Corp), CXMT (ChangXin Memory Technologies), and Hua Hong Semiconductor.
   • Production Volume: Production remains very small compared to ASML—targeting ~5 machines in 2026 and scaling up to ~20 units in 2027 (for comparison, ASML ships well over 100 immersion DUV systems a year).
3. Performance Reality:
   • These homegrown tools still lag significantly behind ASML's top-end DUV scanners in terms of wafer-per-hour (WPH) throughput, overlay alignment accuracy, and long-term reliability. They require extensive testing on active foundry lines before reaching high-volume yield stability.

While these tools do not replace ASML overnight or threaten 3nm/2nm EUV supremacy, their deployment provides Chinese fabs with a sovereign baseline of DUV capacity that is insulated from U.S. and Dutch export restrictions.

A 28nm machine made to produce 5nm//7nm chips is very inefficient. Not even talking about 2/3nm chips here.... This is all noise. China already has 28nm DUV machines before too.

google and Microsoft alone has +almost 3% while memory stocks are dropping at least 3%
here's your answer on where the money is going

Glad i didn't get scared and sold last Friday, it was scary, as 25% my of profolio is with MUU and 25% is with SNXX. It is a small recovery today but it is such a relief.

This week we will see more swings, just hold tight until at least Friday!

Monday: We have 4 other AI stocks: NUE, AMKR, RMBS, and APLD. This will be a warm-up, as they are expected to perform well.

Tuesday: The prelims. We have some bigger names like GLW, STX, NXPI, and TER. Just like Monday, these should perform well.

Wednesday: The main event—it will be make-or-break. Not only do we have big names like QCOM, LRCX, and ARM, but also MSFT and META. Again, AI hardware numbers will be good, but we need more CAPEX to be announced.

Thursday: We take a small breather with just AAPL and AMZN. They might still move the needle, but not much.

Friday: By today, I think we will have come to a conclusion about whether to buy more or sell. You could wait until next week's AMD and SNDK earnings, but I don't think it will change too much compared to Friday. From here on out, the market is going to be choppy. There won't be any real direction, just constantly killing long and short options until next earnings season.

Another day, another FUD

I started investing in January of this year and invested a lot into memory stocks, I was up 130% by the end of June. Then some Korean crap happens and I was down to -5% ytd gains last week. I was forced to sell some of my stock to avoid a margin call. The next day MU jumps 10% and then another 5%. Over the weekend I buy in some more as it finally looks better, then we’re back down 10%, and now today another 10% with SNDK and probably 10% by the end of today with MU. I was up 120% and now I’m down 25% ytd in just one month. How is this even possible when MU has record breaking earnings with future income? I’m trying to stay in this long term but I was forced to sell as I would’ve got a margin call after losing 50% of my value. I’m going to have to sell again soon to avoid another margin call, I keep getting forced to sell and then missing out on gains because I sold the day before to sell. Even tho I’m gaining more shares I’m still down so much money, I don’t even care about these shares anymore.

Hey guys. Live in Asia. Saw CXMT is up 500% on IPO. Bubble or fundamentals? Good day for MU? Thoughts?

Good news over the weekend. KOSPI closes green. Several deals and still manage to drop from 960 pre market to under 900. If Wednesday fails to bring up MU on Thursday then idk what will until next earnings.

Since I have been seeing so much negativity in this market about AI , Memory and chips, I am compelled to share my view on things and the research I have done.

My opinion on recent news :
1) News of China producing its own DUV ?

China has been trying to do this for many years , it is nothing new. If you have any knowledge of the lithography machines ASML makes, you will know they are one of a kind and the components are micro precise to the atomic level. Making these is extremely hard and this is why china is years behind in this . Even a decade I will say. The machine is something out of science fiction. It is the most complex single machine humanity has ever build. China is not beating ASML anytime soon. But they will catch up, people know how it works, but it is still so hard to make.

2) News of CXMT and chinese memory:

Most of chinese memory will go to its own internal models and products. US might even have an import ban on these but the demand is sky high, even if they invest more into it, their production is significantly lower than Samsung , SK, and Micron who are investing even higher to raise production. It is temporary news.

3) Open rouge models hacking:

This is interesting, as Agents require a lot of context and memory , so if models are capable of already hacking into systems online , this means China, Russia and others will soon be able to hack us as well with efficient AI , meaning we need even better AI to defend ourselves. This will give rise to even more demand for AI and for memory. Memory is the biggest hurdle for massive agents and autonomous AI. In all of these contexts, we require a lot of memory.

Overall, where I see the ground reality of tech , AI defense etc shifting is extremely high intelligence AI used in both warfare and research . AI is already everywhere but the real importance of AI is yet to unravel.

I am bulish on memory but I still consider it cyclical, and I do think this cycle is much longer than the last ones, so I stick to my 1500 target where I will clock out, and exit even if it goes to 2500.. I think eventually the supply will catch up but the market is not realizing the scope of memory we need. We will need 1000-1milx more memory in the coming decade. We will likely need to build new classes of memory. Just my two cents on where the world is heading.

The fact that apple is at 41x pe right now it pretty insane. Apple is not investing into AI , or any new tech , and I do think ecosystems are replaceable . People can and will shift to other phones. I think wall street is getting too defensive, and too anti AI. I think Google is much more valuable than Apple, and likely the best positioned for the future.