Публикация

$SNDK faced heavy selling as the 30Y Treasury yield stayed near multi-year highs. Price fell from $1,827 to $1,566 before recovering toward $1,612, near my $1,615 cost. The issue isn’t storage demand—it’s valuation. With long-term yields elevated, investors are less willing to pay today for profits expected years ahead. AI trade overcrowding and stretched valuations added fuel. Next, watch the 30Y yield: if it stays high, high-beta rebounds may struggle. #XiaomiQ2Earnings