system
A chat on subreddit /r/wallstreetbets
human
Intel CEO stated 'data is the new oil', and they need gobs of memory to deal with that data.  TCO of SSD's has been below that of HDD for years; with 96L and QLC about to hit, I think HDD revenues will begin to be cannibalized by SSDs.

gpt
Which means Western Digital earnings will colapse which will lead to microns stock price collapsing even though Micron doesnt make Harddrives.