Just now, the Hynix SKHY and SanDisk SNDK skyrocketed. Did you not react? The head of short selling is buzzing, don't worry, let's analyze it! Violent rebound of nearly 10% in an hour! This round of rebound in storage stocks is directly catalyzed by SKHY. The company plans to spend approximately KRW 40 trillion to repurchase and cancel approximately 24.07 million shares, accounting for approximately 3.3% of the total share capital. At the same time, it has committed to using at least 50% of its accumulated free cash flow for shareholder returns from 2025 to 2027. SKHY dares to expand production while also providing a huge amount of funds for repurchase, indicating that the management believes that HBM and DRAM can continue to generate cash flow. In other words, the storage boom is at least not as bad as the market had previously feared, and funds subsequently spread this logic to MU, WDC, and SNDK. Hynix has confirmed the industry logic, while SanDisk relies on higher NAND profit elasticity to amplify the sentiment of the sector. We will only look at the strength and weakness boundaries of the two stocks: SKHY looks at $150. After holding on, re stand at $165 to $170, target at $180, and then look at the previous high of $190 to $195; A drop below $149 to $150 indicates that buybacks can only buffer the decline and are not enough to reverse market expectations. SNDK is priced at $1650 and $1750. Breaking through $1750 will give you a chance to try again between $1800 and $1830; Only when the volume stabilizes at $1830 and the main uptrend is considered to have recovered. On the other hand, a drop below $1650 indicates that this round of uptrend is still leaning towards oversold repair, while a loss of $1600 requires prevention of a second retracement. Simply put, SKHY is holding on to $150, and the confidence in the sector is still there; SNDK breaks through $1750, only with a rebound can there be room for upgrading. Hynix is responsible for proving that the storage industry is truly wealthy, while SanDisk is responsible for amplifying this confidence into volatility; In the short term, we look at funds, and in the medium term, we ultimately need to see whether HBM cash flow and NAND prices can be realized.