🚨 【Storage takes another big plunge! Is it the end of a super bull market, or a high-level shakeout?】
Today’s big drop in the storage sector has left many folks who chased the rally completely stunned. The more疯狂 it surged beforehand, the more ruthlessly it gets sold off today.
Many people have come to ask me: “Has the storage cycle finally topped for good?”
In essence, this round of selloff is an emotional washout: “pain from terminal high prices + overvaluation at high levels,” flushing out excess liquidity and trimming sentiment.
Structural divergence: high-end HBM (high-bandwidth memory) and DDR5 are still in short supply, but traditional general-purpose DRAM and NAND flash are already at the critical point of production capacity and cost pressure.
What’s next? In the short term, the chip/position structure is loosening. Don’t blindly bottom-pick the miscellaneous stocks trading at high valuations. After this wave of profit-taking has been fully realized and after terminal consumer electronics costs have been absorbed, the market will return to the true main logic of actually seeing HBM shipments.
👉 Were your storage stocks mistakenly hit today? Feel free to leave a comment and exchange ideas! $SNDK
Today’s big drop in the storage sector has left many folks who chased the rally completely stunned. The more疯狂 it surged beforehand, the more ruthlessly it gets sold off today.
Many people have come to ask me: “Has the storage cycle finally topped for good?”
In essence, this round of selloff is an emotional washout: “pain from terminal high prices + overvaluation at high levels,” flushing out excess liquidity and trimming sentiment.
Structural divergence: high-end HBM (high-bandwidth memory) and DDR5 are still in short supply, but traditional general-purpose DRAM and NAND flash are already at the critical point of production capacity and cost pressure.
What’s next? In the short term, the chip/position structure is loosening. Don’t blindly bottom-pick the miscellaneous stocks trading at high valuations. After this wave of profit-taking has been fully realized and after terminal consumer electronics costs have been absorbed, the market will return to the true main logic of actually seeing HBM shipments.
👉 Were your storage stocks mistakenly hit today? Feel free to leave a comment and exchange ideas! $SNDK