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EGCTRADE
EGCTRADE
How should one choose between $SNDK and $SKHYNIX in storage? If I had to choose, at this stage I still lean towards shorting SanDisk, while Hynix seems less suitable for action. The reason is that Hynix holds a special position in the entire storage industry chain, especially in the HBM business, where it has maintained a strong competitive advantage. Recently, market expectations for AI demand have also provided it with considerable support, and capital is willing to continue valuing it.$OKB

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