MOJustice
07-03

Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good! 

SanDisk Crashes 14% — Do China's New Trade Barriers Kill the Flash Story?
SanDisk plummeted 14.25% Tuesday and extended losses another 3.23% after hours, as sector peer Western Digital faced reports of new Chinese market barriers, layered on top of SK Hynix's revenue miss — prompting traders to declare "the AI memory trade is unraveling." Options implied volatility surged sharply, signaling markets pricing in major two-way swings ahead of earnings, while a 43x P/E multiple against a 7x forward estimate creates a stark valuation disconnect. With narrative and valuation in open conflict, is this selloff an overreaction or the first crack in a collapsing bubble?
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