The storage sector is already showing signs of a fierce tug of war. For example, while Wall Street remains euphoric, the CEO of flash memory giant $KIOXIA HLDGS CORP(KXIAY)$ openly warned that prices have risen high enough which may cap short term upside.
My strategy to play the storage surge:
I would let the inflation data digest over the weekend so that I can read the market's true direction.
The upcoming $Micron Technology(MU)$ Q4 earnings report on September 30 would be a guidepost rather than chasing pure momentum.
I would wait for technical pullbacks to safely average into the memory sector.
Patience is the mother of virtue when it comes to investing.
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