Innlegg
沙尼
🚨 STORAGE PRICES CAN’T RISE FOREVER — CONSUMERS HAVE THE FINAL SAY.
$SKHYNIX $SNDK have been moving sideways for a week, so I’m still waiting patiently.
Tomorrow’s inflation data could give us another clue. But honestly, I don’t think this storage cycle needs to wait for an interest-rate hike to face pressure.
The real test comes when we see phone and PC demand.
#DailyOrbit
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