I respect Jukan05 a lot for his great posts and knowledge on tech/semiconductor stocks, but I cannot wrap my head around this one. This sounds like short-terminism. Just 2 months ago he called out SK hynix $000660.KS as his top pick ( At that point SK hynix was trading near ~KRW 2.1M. Now SK hynix is down to ~KRW 1.42M. Fundamentally, not much has changed. In fact, we have seen bullish news around hyperscaler CAPEX and cloud revenue. If you forget about the short-term sentiment and focus on the fundamentals, then SK hynix at KRW 1.42M offers a better opportunity than at KRW 2.1M. The sentiment around memory stocks is quite bad, but fundamentally they are very solid. Selling memory would have made sense at peak euphoria at ATH, not when the sentiment has gone bad and memory stocks are already trading 40-50% from ATH while fundamentals remain solid. That just sounds like surrendering yourself to the latest market trends.