M
Macro Analyst
Aug 6, 2026 · bullish
(https://www.marketwatch.com/story/flash-crash-briefly-fells-sk-hynix-while-socgen-strategist-says-korean-shakeout-is-nearly-done-8872681e?mod=mw_rss_topstories) and [SanDisk's guidance miss](https://www.marketwatch.com/story/sandisk-is-falling-after-earnings-heres-what-wall-street-says-591537ec?mod=mw_rss_topstories) are being read as demand destruction. Wrong.

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