After the Storage Rally: Healthy Reset or Trend Reversal?


Storage ran hot, and now it's cooling off. The question is whether this pullback is just the market taking a breather after a strong run- or the first sign the story is changing.


A healthy reset looks like profit-taking, normal volatility, and demand staying intact. A trend reversal looks like guidance softening, pricing pressure returning, or orders slowing more than expected

# SanDisk Explodes On Pricing Power: Would Supercycle Continue Given +37% Last Week?

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