"MAmericaKHY Micron and SK Hynix are turning downward again in pre-market trading. My stance is clear: don’t rush to buy the dip yet. Micron just experienced a violent rebound of about 12% yesterday. If it weakens immediately today, it means the market is still trading chips, not fundamentals. HBM demand hasn’t suddenly worsened—the real issue is that the stock price is rising faster than earnings expectations. Tonight, I’m expecting a drop followed by consolidation, with the rebound likely needing a second retest. I’m only watching one signal: Can Micron hold the midpoint of yesterday’s big green candle and avoid breaking the key low during the retest? Holding = a shakeout, with another chance for an upward move later; Not holding = yesterday was more like an oversold bounce, and we’ll need to wait for valuations to settle further. Strategy: Don’t chase Micron or SK Hynix for now. If you already have positions, reduce on the rally. The real buying opportunity will come when the second dip fails to break lower." #Micron #SKHynix #StockMarket #HBM #Investing