- Entry
- $1,017.79
- Now
- $1,092.50 +7.3%
- Target
- —
- Score
- —
I’ve seen some charts that seem to suggest micron following a similar run up to 2000. Do you think there eventually will be a larger correction for the memory companies specifically, since they don’t seem to have the ability to have the same differentiated moat compared to the semiconductors? Memory companies look “cheap” based on the financials, but could be when the valuations are the most of a trap. I’m thinking either more supply gets turned on and eventually demand …
— ORIGINAL POST ·
Memory and semiconductor bubble?
· r/ValueInvesting
· Aug 13, 2026