semis

3 months ago: "Storage sector is dead" 🪦
Market: Bearish AF

Today: Storage stocks went parabolic 📈

Micron: $380 → $1,122
SanDisk: $565 → $2,155
MSCI: $132 → $219
SK Hynix: 849K won → 2.685M won
Samsung: 172K won → 362K won 💥

When everyone fades a sector...
That’s when supercycles start.

Serenity calling optics + photonics = next 2 core themes.
Still early?

The market has a way of humbling narratives 👇
#Storage #Semis