$NVDA just lost $279B in one day while memory stocks 7x'd.

You're still refreshing the wrong chart!!!

Here's the tape no one wants to admit ::

--> Micron ($MU ) up 703% in the last year. Crossed $1T market cap in under 50 trading days on HBM demand.

--> SanDisk ($SNDK ) +600%+ YTD. Seagate & Western Digital both cleared 200%+ easy.

--> NVDA? Sitting at 15-42% YTD after that brutal mid-June selloff that erased $1.4T from AI chip stocks in a single session.

Hyperscalers are throwing $670B at capex this year (up 63%). Almost every dollar hits memory, storage, power and

cooling first.

Everyone's still screenshotting NVDA and PLTR like it's 2023,,

but the real money already moved to the unglamorous names actually shipping the shovels.

My mind says :

-- the names that ran the hardest on pure AI spend are also the ones that get crushed fastest if that $670B number even slows a tick...

Nothing is safe, it would bleed anyday!