Postingan

#Will the AI memory bull market remain stable after the continued decline in storage stock earnings reports? $SNDK SanDisk reached 1221, just a bit short of 1219, the grid hasn't recovered yet. Previously, I thought it would fluctuate between 1200-1300 this week, but it looks weaker than expected, though still within the range. A friend reminded me that with the Korean market opening tomorrow, SanDisk might be dragged down with a dip to around 1160. This is indeed possible; the storage sector sentiment was already poor on Friday, with $SKHYNIX SK Hynix leading the decline. It's very likely the opening tomorrow will continue the downward momentum, so SanDisk being pulled down isn't surprising. But what I care about isn't the dip itself, but whether it can recover afterward. If it's just a quick dip and rebound, the grid might actually be reactivated by buying at a low level. Currently, the price is still below 1219, the grid is paused, and the base position is still holding. If it continues downward, the forced liquidation price is 930, so there is still a lot of room. Therefore, my key range is between 1080 and 1160—if it dips to here, I can hold; any deeper would exceed expectations. SanDisk's fundamentals haven't changed, Citibank's target price is 2500, and the long-term logic for storage remains. This correction is an emotional release, not a reversal of logic.#AIMemoryStressTest #USSpotBTCETFPeak #SpaceXUnlockRebound