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🤗 Extra: Is the AI memory bull market still stable? I think it's uncertain, but what's uncertain is the expectations, not the demand. After the market closed on August 6, Western Digital and SanDisk both exceeded expectations—SanDisk revenue was 8.97 billion (expected 8.48 billion), EPS 39.25 (expected 34.96), but the next quarter revenue guidance was 10.55 billion, which is a bit lower than Wall Street's 10.82 billion, causing the stock price to plummet. SanDisk dropped 8% after hours and opened the next day down as much as 13%, Western Digital was even worse, fluctuating between -11% and -19%. In South Korea: SK Hynix pre-market on Nextrade had a fake plunge of 30% with only 11 shares traded, a pure liquidity ghost story. Regular trading once dropped 10%, closed down 4.97%, and fell another 3.9% on August 7. Samsung also came under pressure. Even Nvidia is rumored to be evaluating reducing Rubin Ultra video memory configurations, citing HBM shortages. Although not finalized, the trend has indeed changed. What does this mean? Even companies with real orders and real products can't withstand the disappointment of guidance that isn't impressive enough. SanDisk rose 470% this year, WDC up 200%, but the market demands not just good, but better than good. So what supports those AI+storage, AI+DePIN PPT coins in our crypto circle? Legitimate US stocks are cutting valuations, while our code is just a few lines, zero revenue, barking for Nvidia's favor like a stray dog, yet still calling it an AI revolution? Previously, crypto money just circulated within the pool, now US stock tokens (Apple/Nvidia/storage stocks) are also sucking liquidity. This storage sector setback tells the market: high expectations are not a talisman; if they can't be fulfilled, they just can't. The underlying AI memory demand (HBM shortage until 2027) hasn't collapsed, but the narrative of AI multiplying everything by a hundred has. I still say: #PayrollsDropCPIFocus #AIMemoryStressTest #SpaceXUnlockRebound