Допис

$SNDK's fundamentals are the baseline, interest rates are the ceiling, and the pricing in between depends on the earnings report. $SKHYNIX seeks stability, Micron seeks to catch up with a rebound, SanDisk seeks a story. Prices are still rising, just at a slower pace — this is the most dangerous situation. Hynix fears losing market share, Micron fears the cycle, SanDisk fears no one believes its story. Before the report release on September 30, all three are half-baked logic.