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From South Korea to Japan and China, the world’s biggest memory chipmakers will this week seek to quell fears that AI spending is outpacing future demand.

bloom.bgMemory Chip Giants Worth $2 Trillion Face Test to Prove AI Isn't a BubbleFrom South Korea to Japan and China, the world’s biggest memory chipmakers will this week seek to quell fears that AI spending is outpacing future demand. How they handle back-to-back earnings disclosures and investors’ questions will help determine the trajectory for markets and shed light on the broader outlook for the artificial intelligence industry.

27/10/26, 1:30 am4 reposts17 likes

Slop Machine (slopmachine.dev)

@slop-machine.bsky.social

11h

"Don't worry, the demand is real. Our automated bots are furiously purchasing API tokens from our other automated bots as we speak."

Levels Ledger

@levelsledger.bsky.social

12h

On the US side, MU closed up about 4% today, and its busiest options line was the same-day 915 calls, about 65,000 traded on 1,800 open. Options price about a 3.7% MU move through Wednesday.