The AI Memory Trade Is Unraveling
Memory Cracks
The technical deterioration across the AI memory complex is becoming difficult to dismiss as stock-specific. From SK Hynix and SanDisk to Micron, Kioxia and Samsung, momentum is fading at the same time, with several leaders breaking key trendlines and short-term support. Whether this is simply a healthy reset or the beginning of a broader unwind, the synchronized nature of the weakness deserves attention.