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LunaVibe
đš $SNDK has taken a heavy hitâbut that doesn't automatically make it a bargain.
After a sharp decline, it's tempting to expect an immediate V-shaped recovery. Markets don't always work that way.
Even positive AI capex headlines weren't enough to trigger sustained buying, suggesting investors are still waiting for stronger confirmation before stepping back in.
That doesn't necessarily change the longer-term outlook for the memory sectorâbut it does highlight how cautious sentiment remains in the short term.
My view:
đ Short term: Volatility is likely to remain elevated, and further downside can't be ruled out.
đ Long term: The memory theme is still worth watching, but patience and disciplined position sizing matter more than trying to catch the exact bottom.
The biggest mistake after a large selloff is assuming every bounce marks the start of a new trend.
Have a plan. Manage your risk. Let price confirm the recovery before increasing exposure.
#DailyOrbit #Fed3Dissents #MSFTCutsCapex @OKXOrbit#DailyOrbit
Ansvarsfriskrivning: OKX Orbit-innehÄll tillhandahÄlls endast i informationssyfte. LÀs mer
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