Leave your feedback Share Copy URL https://ar-c.org/video/ZyPpDHeGo1e.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Is The Memory Stock Rally Over? MU & ASML Reality Check Sophie Turner [won6ajJ1vib] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT Tag: #Sophie Turner, #mamma di nicola amici, #foul play, #emmanuel emenikeThe memory stock trade that's minted fortunes over the past six months may be starting to unwind. Here's what Jason Hall from Investing Unscripted and CSI say every investor needs to know before the music stops.Memory stocks like Micron (MU) and equipment suppliers like ASML have been at the center of one of the hottest momentum trades in semiconductors this year, fueled by AI infrastructure buildout, data center demand, and constrained memory supply. In this excerpt from a CSI Live event, CSI sits down with Jason Hall of Investing Unscripted to break down why price-taker businesses in a supply-constrained market can look cheapest exactly when they're most expensive and why the memory supercycle narrative deserves scrutiny as the momentum trade shows signs of unwinding.They dig into ASML's read on capital equipment demand, Micron's CapEx signals, and how AI compute demand is spilling over into consumer hardware, including Apple's advanced compute needs. Most importantly, they unpack the unsexy-but-critical discipline of position sizing and introduce a powerful mental model regret minimization to help long-term investors avoid FOMO-driven mistakes as this semiconductor cycle plays out.If you've participated in the memory africa corps stock craze of the last six months, this conversation is essential viewing before you make your next move.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at Watch our related video we called this back in April: Full research + stock tools: Get 15% of your membership with our special link here: : If you found this video useful, please make sure to like and subscribe subscribe for weekly semiconductor and AI investing analysis.Drop a comment: are you holding, trimming, or staying out of memory stocks right now?0:00 - Why the Memory Momentum Trade Matters Right Now0:35 - The Setup: Semi-Insider's Take Before Mainstream News1:00 - Price-Takers, Constrained Supply, and Looking Cheap While Expensive1:35 - What ASML and Micron's CapEx Signals Are Really Telling Us2:00 - Beyond Data Centers: How AI Compute Is Hitting Apple and Consumer Tech2:35 - The Momentum Trap: When the Music Stops3:10 - Position Sizing The Unsexy Skill That Protects Your Downside3:45 - FOMO vs. noa tishby Regret Minimization: A Mental Model for Better Decisions4:30 - Envisioning Future You: The 5-10 Year Outcome Test*******************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for paliwo lotnicze helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Micron and ASML#Investing #RiskManagement#MicronStock#ASMLStock#MemoryStocks
Tag: #Sophie Turner, #mamma di nicola amici, #foul play, #emmanuel emenikeThe memory stock trade that's minted fortunes over the past six months may be starting to unwind. Here's what Jason Hall from Investing Unscripted and CSI say every investor needs to know before the music stops.Memory stocks like Micron (MU) and equipment suppliers like ASML have been at the center of one of the hottest momentum trades in semiconductors this year, fueled by AI infrastructure buildout, data center demand, and constrained memory supply. In this excerpt from a CSI Live event, CSI sits down with Jason Hall of Investing Unscripted to break down why price-taker businesses in a supply-constrained market can look cheapest exactly when they're most expensive and why the memory supercycle narrative deserves scrutiny as the momentum trade shows signs of unwinding.They dig into ASML's read on capital equipment demand, Micron's CapEx signals, and how AI compute demand is spilling over into consumer hardware, including Apple's advanced compute needs. Most importantly, they unpack the unsexy-but-critical discipline of position sizing and introduce a powerful mental model regret minimization to help long-term investors avoid FOMO-driven mistakes as this semiconductor cycle plays out.If you've participated in the memory africa corps stock craze of the last six months, this conversation is essential viewing before you make your next move.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at Watch our related video we called this back in April: Full research + stock tools: Get 15% of your membership with our special link here: : If you found this video useful, please make sure to like and subscribe subscribe for weekly semiconductor and AI investing analysis.Drop a comment: are you holding, trimming, or staying out of memory stocks right now?0:00 - Why the Memory Momentum Trade Matters Right Now0:35 - The Setup: Semi-Insider's Take Before Mainstream News1:00 - Price-Takers, Constrained Supply, and Looking Cheap While Expensive1:35 - What ASML and Micron's CapEx Signals Are Really Telling Us2:00 - Beyond Data Centers: How AI Compute Is Hitting Apple and Consumer Tech2:35 - The Momentum Trap: When the Music Stops3:10 - Position Sizing The Unsexy Skill That Protects Your Downside3:45 - FOMO vs. noa tishby Regret Minimization: A Mental Model for Better Decisions4:30 - Envisioning Future You: The 5-10 Year Outcome Test*******************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for paliwo lotnicze helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Micron and ASML#Investing #RiskManagement#MicronStock#ASMLStock#MemoryStocks