Annie 所长|Oct 13, 2026 13:53
The ones getting hurt are always storage!
Crash time. MU -5.5%, SKHY -5.8%, SNDK -5.5%, WDC -6.4%, STX -7.9%.
CXMT just announced some server memory, but if China manages to make lithography machines, wouldn’t that trigger a stock market disaster?
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