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Jul 19 at 10:02 PM
$Sandisk(SNDK.US) / $Western Digital(WDC.US) / $Seagate Tech(STX.US)
SanDisk and memory names got hit in the semi unwind. SK Hynix and Samsung are under pressure too. The market is pricing in slower HBM expansion and cheaper AI alternatives from China. Memory stocks are the purest expression of that fear. We have to wait until when they start basing.
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