$Micron Tech(MU.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US) Is today's plunge in storage and semiconductors signaling the end of the rebound, with a test of previous lows ahead? I scoured for reasons and could only find this one. Whether it's SpaceX, $SpaceX(SPCX.US), Astropic $Anthropic(ANTH.NA), or OpenAI $OpenAI(OpenAI.NA). Conservative estimates suggest these three going public would raise $6 trillion, draining liquidity entirely. The US market is just as ruthless when harvesting retail investors. The move on US Treasuries feels forced; it's not like they haven't risen before. I still don't get why there was such a sharp sell-off today. Normally, there should be an exit opportunity.
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