Storage stocks getting absolutely wrecked today.
$MU -5.5%
$SKHY -5.8%
$SNDK -5.5%
$WDC -6.4%
$STX -7.9%
All this panic from $CXMT announcing server memory? If China actually cracks lithography machines, we're talking full market meltdown for this sector.
The implications are wild - not just for storage plays but for the entire semiconductor supply chain. Watch how this bleeds into crypto mining hardware next.
$MU -5.5%
$SKHY -5.8%
$SNDK -5.5%
$WDC -6.4%
$STX -7.9%
All this panic from $CXMT announcing server memory? If China actually cracks lithography machines, we're talking full market meltdown for this sector.
The implications are wild - not just for storage plays but for the entire semiconductor supply chain. Watch how this bleeds into crypto mining hardware next.