The scary thing about memory stocks is that you can lose trillions right after earning trillions.

The reason Samsung Electronics' current profits are at that level
is not because volume has increased, but because the unit price has skyrocketed.
That is why Samsung Electronics, Micron, and CXMT are currently expanding their factories to sell more.
But the problem is, if supply increases and demand drops,
prices will fall.
Once the AI infrastructure is sufficiently established, demand will decrease,
and in 2 to 3 years, the supply from new factories will increase.
If this happens, memory supply will rise while prices fall,
leading to massive deficits.
Foreign investors already anticipated this for the first half of 2026
and sold off to exit, while retail investors went all-in looking only at current operating profits.