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#闪迪投资者日后,长期目标成焦点
A week ago, MU and SNDK plummeted after their earnings reports, and the market was shouting "AI storage is over."
My judgment at the time was: the decline was not due to demand disappearing, but valuation digestion after expectations were overextended. What really needs to be observed is whether there is capital support after the drop.
Looking back now, this judgment has basically been confirmed.
#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets
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