After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin. Sandisk is up more than 530% and Micron over 230% in 2026, reflecting first-half demand for companies benefiting from growing demand for AI. Since then, the Roundhill Memory ETF (DRAM) has fallen 25% from its June peak, and the VanEck Semiconductor ETF (SMH) is down around 12%. As AI infrastructure stocks and computing providers sold o…
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