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Arsal Rehman
$SKHYNIX and $SNDK are still moving sideways, and I think the market is waiting for a clearer catalyst.
Tomorrow’s inflation data could move the broader market, but I’m also watching something more important for the storage sector:
Can higher hardware prices actually reach consumers without weakening demand?
If phone and PC prices keep rising, consumers may delay upgrades.
That could eventually pressure manufacturers to adjust production or prices.For me, the next signal isn’t just inflation
