Merkle3s Capital(@Merkle3sCapital):On Nov 4, $AAPL +5.31% and $MSFT +6.68%, both closing at record highs. That same day, $STX fell 8.13% and $MU -7%. Over the past month, #Kioxia is down more than half and #SanDisk down 40%. Demand isn't the problem though. SanDisk's data center revenue was still up 61% quarter over quarter. So what is the market actually scared of? Tomorrow we will break it down with a long post, plus which dates to watch over the next two months.

Merkle3s Capital

@Merkle3sCapital

Hybrid Global Web3 Fund Originated from Hong Kong Focus on R&D of Blockchain Tech and AI.

Joined August 2023

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Merkle3s Capital@Merkle3sCapital

2026.11.05 08:03

On Nov 4, $AAPL +5.31% and $MSFT +6.68%, both closing at record highs. That same day, $STX fell 8.13% and $MU -7%. Over the past month, #Kioxia# is down more than half and #SanDisk# down 40%. Demand isn't the problem though. SanDisk's data center revenue was still up 61% quarter over quarter. So what is the market actually scared of? Tomorrow we will break it down with a long post, plus which dates to watch over the next two months.