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Source document· July 18, 2026
Investing Legend John Templeton Has a Warning for Micron and SK Hynix Investors
View original at finance.yahoo.comInvesting Legend John Templeton Has a Warning for Micron and SK Hynix Investors Memory chipmakers have been some of the biggest winners of the artificial intelligence (AI) boom in 2026…
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Massive capital spending cycles like railroad, telecom, and internet infrastructure have historically collapsed, suggesting AI capital spending is unlikely to grow forever even if AI proves transformational.
60% confidenceThe four most dangerous words in investing are 'this time it's different' — a warning against market bubbles and crashes in which valuations deviate from historical norms.
60% confidenceThere is a growing chorus of investors claiming that structural demand from AI hyperscalers means this time is different for memory chipmakers, since it removes variability caused by consumer sentiment and macroeconomic factors.
60% confidence