Global memory stocks are hit hard by Google's new algorithm impact. SMBC: It is actually a perfect opportunity to get on board.

This week, under the impact of Google's new algorithm, global storage stocks have been hit, triggering collective anxiety among investors. However, Mizuho technology expert Jordan Klein believes that the current pullback in memory stocks is more like a "buying opportunity" rather than a turning point in stock prices. On Thursday Eastern Time, Klein wrote in a report that after experiencing strong gains in 2025 and early 2026, "the bulls in memory stocks have started to waver." Despite the memory industry's reputation for intense cyclical fluctuations, he stressed that the recent sell-off fits a familiar pattern. Mizuho Bank stated, "This kind of sell-off happens every few months It is not a signal of a peak or a reason to sell. In fact, buying at lows can actually make money."