every dog has it's day. Mr sof

every dog has it's day. Mr softee will be back next year

Micron & SanDisk Sink! Korea Supply Shock: Reversal or Buy Dip?

Micron fell 3.6% and SanDisk tumbled 6.2% as supply-side shock signals out of Korea sparked fears that accelerating capacity expansion by Samsung and SK Hynix will compress premium memory pricing, swiftly reversing the AI memory bull narrative within 24 hours. Yesterday's 6.5% Micron rally was fully unwound, leaving short-term momentum buyers under pressure. The pivotal question is whether Korean capacity expansion genuinely threatens HBM supply-demand dynamics or represents an emotional overreaction. Did you chase yesterday's move — and how are you positioning here?

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