Zaid Admani

Their stock is down around 3% today following the court rulings and down about 10% for the year.

I think we're going to have to cover Meta in our deep dive this week.

So stay tuned for that.

Let's shift gears and talk about memory stocks because they are getting hit hard right now thanks to some research coming out of Google.

Google published some research this week on a new compression technique called TurboQuant, which could reduce the amount of memory required for AI.

In simple terms, when AI models run, they store past calculations in what's called a key value cache.

That way, these models don't have to redo the same work.

And it's a big reason why memory has been in huge demand over the past year or so.

But this turbo quant algorithm compresses that cache and Google says that it can reduce the amount of memory needed to run large language models by up to six times.

So that caught the attention of the market.

People are already calling this the deep seek moment for memory.

Stocks of SK Hynix and Samsung fell five to 6% in South Korea.

And then you have Micron, SanDisk and Western Digital all down about three to 4% today.

Now,

Similar to the DeepSeek situation, this is probably an overreaction.

You know, when DeepSeek came out back in January of 2025, all these chip companies like Nvidia stock tanked because everyone thought that it was gonna reduce the demand for GPUs.

But none of that actually happened.

In fact, there's more demand for GPUs than ever before.

The reality is as these AI models get more efficient and these compression algorithms get better, companies aren't gonna cut back on memory.

They're just gonna do more with the memory they have.