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Google Just Crashed Memory Stocks
The Hottest Trade of 2026 Just Hit a Wall - But More Demand is Coming Anyway
March 27, 2026EverVests Insight
Something strange happened to memory stocks this month. After an eighteen-month tear that made them the darlings of the AI trade, names like Micron, SanDisk, and the Korean giants Samsung and SK Hynix suddenly stumbled — some losing double digits in a matter of days. The culprit? A research paper from Google that promises to make AI systems dramatically more memory-efficient.
The irony is almost poetic. Memory became the critical bottleneck constraining AI’s explosive growth, and th...
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