2 Popular AI Stocks to Sell Before They Drop 44% and 60%, According to Wall Street - The Motley Fool

Prominent Wall Street analysts have issued warnings about two popular AI stocks—Micron Technology and Intel—suggesting their current valuations are significantly overpriced and likely to experience sh... Read original →

Wall Street’s bearish stance on Micron and Intel reflects structural gaps, not sentiment. As AI training hinges on HBM3e, Micron’s delayed EUV adoption leaves it trailing Samsung and SK Hynix in sub-3nm DRAM, eroding market share. Intel’s foundry pivot falters amid yield issues and node delays, unable to challenge TSMC (Taiwan, China) in advanced packaging. With U.S. CHIPS Act subsidies under-delivering and a looming 2029 memory price crash from oversupply, their valuations lack fundamentals. Over the next 12–24 months, expect Samsung to dominate CXL-enabled memory ecosystems while TSMC locks in NVIDIA and AMD via CoWoS expansion. The AI narrative premium is set to evaporate—investors should brace for harsh repricing.