$Sandisk(SNDK.US) SanDisk's fall represents the collapse of storage faith. Domestic funds have always been half a beat slow to react, while foreign software $iShares Expanded Tech Software Sector ETF(IGV.US) has already rallied. The main market trend in the second half should be the repair of Chinese internet concepts $Krne Csi China Internet(KWEB.US). Missing ten thousand opportunities outside your circle of competence isn't really missing out, but missing even one opportunity within your area of expertise is a loss.