memory chip stocks
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by David Sacks · across every show →
Everything said about memory chip stocks, oldest first
Jul 30, 2026 bullish
Sacks: AI market correction is driven by momentum, not deteriorating fundamentals
“And my view is that I think it's driven by momentum, meaning that over the past year, you've had this roughly 10 X run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom.”