$SNDK SanDisk AI storage demands are changing NAND’s profit cycle!
With the violent surge of the big pie and the second pie, most funds basically flow to mainstream coins, which isn’t very friendly to SanDisk. Just yesterday, SK Hynix repurchased and cancelled 400 trillion KRW to reward shareholders—SanDisk was thrilled. Before the US market even opened, it surged around 1711; later, after the US market opened, it drifted lower all the way to 1545. Combined with the liquidation map, short orders above 1550 are fairly evenly distributed. What we mainly need to see now is whether it can hold steady around 1520. When it breaks above 1600 or 1700, will there be trading volume confirmation? Will MU, SK Hynix, WDC, and other storage-sector stocks move up in sync? If later there is a pullback with reduced volume, support holds effectively, and the storage sector strengthens in tandem, then the long-position structure will be healthier.
On the other hand, if good news keeps coming but SanDisk continues to fall on rising volume, then beware that funds may be using the good news to cash out. SanDisk’s biggest story right now is no longer simply “NAND price increases,” but rather that AI storage demand is changing NAND’s profit cycle. However, whether it can keep rising in the short term ultimately depends on whether buyers can absorb the selling.
Qiu Ge will keep monitoring the main fund flows. Once there is a large amount of funds taking positions, I’ll let everyone know in the chat room to enter!$ETH $BTC
#美联储纪要显示不支持降息
With the violent surge of the big pie and the second pie, most funds basically flow to mainstream coins, which isn’t very friendly to SanDisk. Just yesterday, SK Hynix repurchased and cancelled 400 trillion KRW to reward shareholders—SanDisk was thrilled. Before the US market even opened, it surged around 1711; later, after the US market opened, it drifted lower all the way to 1545. Combined with the liquidation map, short orders above 1550 are fairly evenly distributed. What we mainly need to see now is whether it can hold steady around 1520. When it breaks above 1600 or 1700, will there be trading volume confirmation? Will MU, SK Hynix, WDC, and other storage-sector stocks move up in sync? If later there is a pullback with reduced volume, support holds effectively, and the storage sector strengthens in tandem, then the long-position structure will be healthier.
On the other hand, if good news keeps coming but SanDisk continues to fall on rising volume, then beware that funds may be using the good news to cash out. SanDisk’s biggest story right now is no longer simply “NAND price increases,” but rather that AI storage demand is changing NAND’s profit cycle. However, whether it can keep rising in the short term ultimately depends on whether buyers can absorb the selling.
Qiu Ge will keep monitoring the main fund flows. Once there is a large amount of funds taking positions, I’ll let everyone know in the chat room to enter!$ETH $BTC
#美联储纪要显示不支持降息