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The comparison hinges on a roughly 20% drawdown in one of the two AI memory suppliers, framing the pullback as an entry point rather than a demand signal. The relevant channel is memory pricing and AI datacenter capex: Micron carries DRAM and HBM leverage tied directly to accelerator builds, while Sandisk sits mainly in NAND, where enterprise SSD demand and supply discipline drive margins, so the two names re-price on different cycles despite trading as one AI semis basket. Confirmation requires actual contract pricing and HBM qualification updates plus hyperscaler capex guidance; without those, a 20% drop is only valuation compression, not a proven earnings inflection.
As a Research signal, watch whether it changes price action, volatility, or flows around MU, SNDK, 000660.
Original Source: Yahoo Finance
This page is market information analysis, not investment advice.
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The author notes that Bitcoin has fallen into the roughly $78,300 zone marked in blue and that a retest of that level is currently underway, with a comparison drawn to a similar instance earlier this year. This is the author's chart-based read on BTC price structure, and the remainder of the comparison is not fully available in the post.
Dalio argues that money has no intrinsic value and only matters when tied to a clear purpose, questioning whether it improves friendships, marriage, or relationships with children. In his view, real success is knowing your nature, finding the best path through it, and being able to look back and say that was the life you wanted.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain even though struggle builds both body and mind. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain whether they are building the body through weight lifting or the mind through frustration, struggle, embarrassment and shame. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
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