# 99% of You Will Miss This Memory Stock Dip

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Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-07-17T22:39:02+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/99-of-you-will-miss-this-memory-stock-dip
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Duration seconds: 1159

## Resource

Get the FREE Report on 12 Stocks Corporate Insiders Are Abandoning: https://www.marketbeat.com/y/yt942/ Memory stocks have been getting hammered this week, but the actual fundamentals tell a completely different story. MarketBeat analyst Thomas Hughes joins us to break down why this week's sell off in names like Micron, SanDisk, and SK Hynix has little to do with real demand and everything to do with normal profit taking after a massive run. We cover why HBM shortages are expected to last through 2028 and beyond, why SanDisk's pivot from a legacy flash drive business to a mission critical AI infrastructure story is still just getting started, and what SK Hynix's new US listing means for investors who want exposure to the company that actually created HBM memory. We also talk through realistic timelines for this pullback, what upcoming Big Tech earnings could mean as a catalyst, and why the long term growth story here still looks fully intact. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Introduction 2:15 Stock 1 8:00 Stock 2 13:45 Stock 3 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any ex…

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