---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43469211.md"
description: "$Micron Tech(MU.US)$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."
datetime: "2026-08-18T20:39:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43469211.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43469211.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43469211.md)
author: "[超级无敌大牛子](https://longbridge.com/en/profiles/11392570.md)"
generator: "portal-rs"
---

# $Micron Tech(MU.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.…


### Related Stocks

- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [ANTH.NA](https://longbridge.com/en/quote/ANTH.NA.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)
- [SPCH.US](https://longbridge.com/en/quote/SPCH.US.md)

## Comments (4)

- **JoJo577 · 2026-08-18T21:16:07.000Z**: US Treasury yields surged, geopolitical tensions remain unresolved, the US-Iran memorandum expired yesterday causing oil prices to spike, and OpenAI is slowing its expansion pace—just these three headwinds.
  - **XiaoPi** (2026-08-19T00:16:11.000Z): Only mentioning a slowdown in expansion speed, but not saying why, right? Clearly it's to strengthen security isolation first.
  - **JoJo577** (2026-08-19T00:20:08.000Z): Similar in nature to the July 1 Meta incident: dropping a bomb to spook the market, then issuing a denial and explaining the reasons.
  - **hgo** (2026-08-19T00:45:42.000Z): Actually, the biggest headwind is that anthropic ARR missed expectations.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**