#AIMemorySelloffEases

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About AIMemorySelloffEases

Storage stocks are recovering after post-earnings volatility driven by cautious guidance and high valuations. On Aug 10, Korea's rebound lifted SK hynix and Samsung as leveraged selling eased. BofA expects both may offer clearer shareholder-return plans, adding support. Meanwhile, Apple is reportedly testing CXMT chips as it seeks more supply amid memory shortages. Can AI demand and shareholder returns sustain the rebound, or will capacity expansion and alternative supply reset valuations?

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