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Semiconductor and memory stock valuations (SanDisk, Micron, SOX ETF)

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Better Offline · May 13, 2026

The Insanity of the Markets with Ben & Emil

Finance Twitter as market-moving hive mind and sentiment indicator Retail investor coordination and momentum-driven trading replacing fundamental analysis Korean retail traders and KOSPI index parabolic moves AI bottleneck narrative and infrastructure stock speculation Momentum trading strategy and pain trade theory