Isn't Micron the leader in AI storage? Didn't their earnings report look good? So why short it? Let me explain my logic—three signals have appeared simultaneously. First, from a macro perspective, the U.S. government just announced new tariffs of 10% to 12.5% on 60 trade partners, directly impacting the semiconductor supply chain. Costs for specialized chemicals, silicon wafers, and manufacturing equipment imports are all rising across the board, putting real pressure on chip companies' profit margins. The market will start to reprice the long-term cost structure of the semiconductor industry. Second, Michael Burry is already shorting Micron, with an entry price of around $1051.87. Just a few hours ago, he added to his short position near the $930 level. Many people might not know him, but you've probably heard of *The Big Short*—he's the guy the movie is based on. His take is that the Philadelphia Semiconductor Index is about 65% above its 200-day moving average, a deviation that has only occurred during the 2000 dot-com bubble. Third, from the 52-week high of $1255, Micron has dropped all the way down, briefly rebounded to $800, and now sits at $920. The daily uptrend has already broken down, and any attempt to push higher will face significant selling pressure. So, what's next? I've got two scenarios in mind: 1- Follow the red arrow in my chart: drop to around $800, rebound briefly, then continue falling to find support near the $6XX range. 2- This round of decline ends around $800, followed by a period of consolidation. After some time, the market will decide its next direction. In the short term, I think the selling pressure in the storage sector isn't over yet. The Nasdaq weekly chart has also shown two consecutive declines, and market sentiment remains weak. Still holding my short position and keeping an eye on the $800 support zone. #MAmericaNDK