Andrew Slimmon said a pullback in AI-related memory and chip stocks has created an opportunity for investors looking to buy dips. According to NS3.AI, Slimmon described the recent sell-off as a healthy development because crowded momentum trades can lead to sharp declines.
Slimmon said earnings revisions have supported the underlying case for the stocks. He added that the market is pricing cyclical earnings in a rational way.
AI TRENDS | AI Memory and Chip Stocks’ Pullback Offers Dip-Buying Opportunity, Slimmon Says
2026-06-26 09:36:37
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