A few words about Google's TurboQuant and Micron/memory. Following the release of TurboQuant today, all three stocks ($MU $WDC $SNDK) fell. The market consensus is that this new technology is impacting memory chip stocks. What is TurboQuant? It is an algorithm that compresses AI's "memory usage" by 6 times, increases inference speed by up to 8 times, and almost does not lose accuracy. Therefore, it can drastically change the cost structure of AI, enabling a significant breakthrough in long-context processing capabilities. This naturally means that what we previously perceived as a memory gap may be greatly reduced. Inevitably, this will have a huge short-term impact on memory stocks. However, in the long run, lower costs make a surge in applications possible. The decrease in unit memory demand coupled with an increase in total demand essentially solves the efficiency problem. $MU All items were sold out this year, and despite the overall growth in AI demand, memory demand continues to grow, at most with a slower growth curve. High profit margins, high growth, and a good price—I still bought them. I buy the dips some at the bottom to see how it goes 👀 The risk of this is still quite high, this is not investment advice.