Leave your feedback Share Copy URL https://eevb.net/video/okwbSrSNAd3.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter The AI Bubble Just Cracked [iLtXiygvqRr] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #Trevor Mcdonald, #mongolia, #crisi energetica, #lens vs nantesJoin Gareth's Top Squad: No B.S. Just Charts.The AI memory trade may have just topped. SK Hynix massimo cellino is bringing $29 billion of shares to the US brewdog stadium market, and that single move tells you everything about where Micron, SanDisk, and the memory stocks are headed next. In this video I break down why the smart money is already unloading, why incoming share supply is drying up the liquidity that fueled this run, and the exact price levels I'm watching on Micron from here.We go through the pre-IPO and IPO levels that act as structural floors, the SpaceX vs. RKLB and ASTS rotation that already played out, and why a cheaper, near-identical competitor coming public is a problem for the incumbent every single time. I also cover the margin story nobody is talking about, the chatter from companies like Apple about producing memory themselves, and my longer-term call that this entire sector eventually gets commoditized. All charts and data, no B.S. If you want my full coverage, levels, and member-only educational videos, everything is below.Verified Investing: www.VerifiedInvesting.comCHAPTERS0:00 Have the semis topped?1:00 The Nasdaq bounce nobody should trust2:20 Cerebras and SpaceX back at IPO levels4:30 The SK Hynix $29 billion bombshell6:00 Why SK Hynix is a problem for Micron7:00 The SpaceX, RKLB, ASTS rotation playbook8:00 Margins, Apple, and the memory squeeze9:40 My Micron downside targets10:20 The commoditization call#Micron #SKHynix roman kopylov #AIstocks #StockMarket #SemiconductorStocks #MemoryStocks #TechStocks #Investing #StockMarketNews #DayTrading
Tag: #Trevor Mcdonald, #mongolia, #crisi energetica, #lens vs nantesJoin Gareth's Top Squad: No B.S. Just Charts.The AI memory trade may have just topped. SK Hynix massimo cellino is bringing $29 billion of shares to the US brewdog stadium market, and that single move tells you everything about where Micron, SanDisk, and the memory stocks are headed next. In this video I break down why the smart money is already unloading, why incoming share supply is drying up the liquidity that fueled this run, and the exact price levels I'm watching on Micron from here.We go through the pre-IPO and IPO levels that act as structural floors, the SpaceX vs. RKLB and ASTS rotation that already played out, and why a cheaper, near-identical competitor coming public is a problem for the incumbent every single time. I also cover the margin story nobody is talking about, the chatter from companies like Apple about producing memory themselves, and my longer-term call that this entire sector eventually gets commoditized. All charts and data, no B.S. If you want my full coverage, levels, and member-only educational videos, everything is below.Verified Investing: www.VerifiedInvesting.comCHAPTERS0:00 Have the semis topped?1:00 The Nasdaq bounce nobody should trust2:20 Cerebras and SpaceX back at IPO levels4:30 The SK Hynix $29 billion bombshell6:00 Why SK Hynix is a problem for Micron7:00 The SpaceX, RKLB, ASTS rotation playbook8:00 Margins, Apple, and the memory squeeze9:40 My Micron downside targets10:20 The commoditization call#Micron #SKHynix roman kopylov #AIstocks #StockMarket #SemiconductorStocks #MemoryStocks #TechStocks #Investing #StockMarketNews #DayTrading