$SKHYNIX $SNDK How will the storage sector perform? In one word: down!
When people see how much the storage sector has fallen, their first reaction is to buy the dip. But why is Cai Bao still bearish?
First, look at the market. From the U.S. market open last night to the South Korean market open today, the storage sector has continued to weaken, with very few meaningful rebounds. Many people think the sector has fallen enough, but in fact, this decline is still not that big!
When Trump was in office, the market was fairly optimistic about policy prospects for the AI industry. Now that the Democrats control Congress, they may step up investigations and regulation of the AI industry. That doesn't mean they oppose AI development, but companies may no longer be able to expand as freely as before. Naturally, institutional investors will choose to take profits first.
Neither SK Hynix nor SanDisk is showing signs of bottoming out, so Cai Bao has already told followers to start positioning themselves in short trades. You think this is the bottom, but the real decline isn't over yet!
When people see how much the storage sector has fallen, their first reaction is to buy the dip. But why is Cai Bao still bearish?
First, look at the market. From the U.S. market open last night to the South Korean market open today, the storage sector has continued to weaken, with very few meaningful rebounds. Many people think the sector has fallen enough, but in fact, this decline is still not that big!
When Trump was in office, the market was fairly optimistic about policy prospects for the AI industry. Now that the Democrats control Congress, they may step up investigations and regulation of the AI industry. That doesn't mean they oppose AI development, but companies may no longer be able to expand as freely as before. Naturally, institutional investors will choose to take profits first.
Neither SK Hynix nor SanDisk is showing signs of bottoming out, so Cai Bao has already told followers to start positioning themselves in short trades. You think this is the bottom, but the real decline isn't over yet!
