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Jonah Lupton: People selling memory stocks due to CXMT threat are mistaken

Jonah Lupton: People selling memory stocks due to CXMT threat are mistaken
CXMT threat seen as overblown

Jonah Lupton, an investor and market commentator, argued that selling shares of the leading memory companies based on claims that CXMT is a significant threat is misguided. Lupton made this statement while participating in a group call with a Macquarie analyst who had just initiated coverage on CXMT.

Lupton previously noted that SK Hynix holds $50 billion in cash and highlighted strong net income projections for the company’s potential Solidigm IPO at a valuation above $150 billion (link). In another recent update, he reported that Marvell has raised its fiscal 2028 revenue forecast to $20 billion, citing anticipated growth in connectivity (link). These observations contribute to Lupton’s ongoing commentary on the financial positions of major memory and connectivity players.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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