November 20, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Investor feedback We address key investor questions amid the recent correction in old memory stock prices. We remain bullish on old memory and reiterate Winbond as our Top Pick. We are seeing a correction in the stock prices of old memory players. However, we continue to expect a structural DDR4 supply shortage and significant pricing upside, along with a widening undersupply gap in MLC NAND and NOR (link). We address key ...

Core Insights - The article discusses the disparity in economic experiences in the U.S., characterized as a "K-shaped" economy, where individuals with tangible assets are thriving while others face increasing costs and challenges [2][3][4]. Economic Disparity - Individuals with assets like homes, stocks, and cryptocurrencies are experiencing significant wealth growth, while those without such assets are struggling with rising prices [3][4]. - The article highlights that consumer sentiment is declining, with reports indicating a drop to a five-month low due to rising prices [3]. Investment Strategies - The focus shifts to investment strategies that can help individuals on both sides of the K-shaped economy. Those at the lower end need to grow their wealth, while those at the upper end seek to preserve it [4][12]. - Jonathan Rose's Advanced Notice system is introduced as a method to protect and multiply existing wealth, emphasizing disciplined investment rather than risky trades [5][6]. Market Trends and Volatility - The article notes a return of market volatility, with the Nasdaq 100 experiencing significant fluctuations, and highlights the uncertainty surrounding the AI megatrend [7][9]. - It emphasizes the importance of understanding institutional money movements and positioning ahead of market changes [8][9]. Upcoming Event - An event titled "The Profit Surge" is announced, featuring Jonathan Rose and other market analysts who will discuss strategies to capitalize on current market trends and volatility [10][11][12].