SKHYV brought attention back to the storage trade today, but the name I was really watching was SNDK. Storage didn’t suddenly recover out of nowhere. There were already some signs of buyers coming back yesterday. Today, SKHYV just made the memory trade more visible. The first 30 minutes after the open were weak. The market dipped, storage names were volatile, and SNDK sold off hard early. Then buyers stepped in and pushed it back toward the 2000 area. That move meant more to me than the SKH
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