My best guess was neoclouds (including ORCL), or whatever Bitcoin miner you can stomach at the lowest EV/likely watt multiple. Maybe memory just cuz they’re all down a ton and sentiment flipped so hard.
"Now that Leo and ever Korean degen are liquidated who will buy these stocks?"
As a memory company with 80% margins trading at a low single digit earnings multiple you can do a lot of the buying yourself...
