Title: Memory has started secretly cutting prices—beware “memory blue-chip stocks” turning into a meat grinder!

Brothers, don’t just stare at the K-line—go take a stroll around Huaqiangbei.

The high-frequency memory that was being hyped through the roof not long ago has already begun quietly lowering prices. Why? Orders are being cut on the demand side, and inventory is piling up on the supply side—this is the most fatal supply-and-demand reversal.

When memory chips are in short supply, Samsung and SK Hynix are basically money printers. But what about now? A loosening of prices is the loudest warning. History won’t simply repeat itself, but it always lands on the same kind of rhythm—do you remember the 2018 memory crash?

So stop listening to people’s stories about how “AI server memory will always go up.” Be careful—you’re rushing in now to go long on Samsung and Micron, and you’re just taking the main forces’ plate. My plan is simple: get ready to look for an opportunity, then immediately go short SDNK.