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Arsal Rehman
Mark a turning point for this memory in storage. Yesterday was still a melt-up—SanDisk surged nearly +9% overnight, Samsung restarted OLED production lines, Micron followed the rise, and the community was full of "storage supercycle"; today at the open it directly melted down, with the Philadelphia Semiconductor Index down 3.7%, SanDisk giving back 5%. The same narrative was told as two different stories within 24 hour#XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals
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