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Bit_Danu
Storage remains one of the strongest AI semiconductor themes, but the risk is shifting from fundamentals to valuation.
Citi cut its target, Kioxia warned that further price increases may be difficult to sustain, while SanDisk insiders have disclosed significant selling under 10b5-1 plans.
Strong sector, but after a major rally, profit-taking risk deserves attention.
#OKX #SanDisk #NAND #AI
