Possible scenario
Selloff Stabilizes
40% Chance
The most likely near-term path is that the memory selloff pauses after a sharp repricing, with investors distinguishing near-term AI server demand from longer-term Chinese DRAM risks. Micron remains volatile, but bargain buying and supportive analyst commentary limit additional losses.
Secondary impacts
- Technology +0.2%
Tickers
- MU+1.6%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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