US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each
THE SO WHAT
AI-adjacent silicon is repricing as a trade, not a guarantee of durable earnings. If your roadmap assumes cheap, infinite storage and DRAM, treat this as a reminder to stress-test costs and supply under both boom and bust conditions.
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