iFinance(@iFinance):Memory stocks are a roller coaster: SanDisk $SNDK is up 826% over the year but down 41% from its peak. Kioxia has plunged 64% from its high. The AI boom comes with brutal drawdowns. The average drawdown across the previous four major memory downcycles was 49%.

iFinance

@iFinance

iFinance: Independent Finance Intelligence.

가입 August 2012

76 팔로잉 중 5.4K 팬

iFinance@iFinance

2026.10.21 19:09

Memory stocks are a roller coaster: SanDisk $SNDK is up 826% over the year but down 41% from its peak. Kioxia has plunged 64% from its high. The AI boom comes with brutal drawdowns. The average drawdown across the previous four major memory downcycles was 49%.