$Sandisk(SNDK.US)$Micron Tech(MU.US) are likely to reverse. Last night, when these two fell about 10%, Longbridge pinned a short article titled "Google's TurboQuant algorithm reduces memory consumption, causing Micron Technology and SanDisk to plummet." It's already been deleted and can't even be found in the browsing history.

Forget the clichés about Google not only failing to rise but actually falling more than 10 points after the TurboQuant article and the author's debunking. Assuming this so-called 'Dior' technology really could reduce memory consumption to one-sixth, tm SanDisk is purely in NAND. What does reducing memory consumption have to do with a company that makes hard drives??? Have these Wall Street hype guys gone so crazy they can't tell NAND from flash? It gives off a feeling of An Lushan entering Chang'an—it's all over for the Tang.

SanDisk is very close to the previously predicted 520, while Micron has been a bit disappointing, breaking through the previous low. Trump has to take the blame for this; the goofy blonde's series of reckless moves caused 8000 points of self-inflicted damage.

Samsung's Q1 guidance is coming soon, and it's going to slap these fools in the face hard. Moreover, this earnings report is different from Micron's because this pile of short articles has created divergence rather than unanimous optimism. Also, the blonde might find a way to back down, just like in last year's tariff war. So, when the uncertainty is eliminated, people will finally realize that data ultimately needs to be stored on a hard drive to be used.