交易禅师

The storage cycle has already peaked, so don't rush to buy the dip just because it's falling a bit. I told you guys a long time ago, whoever wants to take over can take it, I'm not going to accompany you. Now it seems, this idea is not just baseless worries. Storage is essentially a commodity, an industrial consumable. When supply is short, everyone hypes it up as a tech crown jewel; once production exceeds demand, it's just a price war. The biggest drop in history was nearly 98%, don't think you're buying AI, but in the end, you might just be left with a pile of excess capacity. This cyclical change has repeated itself many times in history. Remember when the storage industry was booming, and everyone was talking about the next 100-bagger stock? But as technology advanced and production capacity was released, storage prices began to fall, and the entire industry started to decline. Now it seems history is repeating itself. Everyone's talking about new tech, talking about the future of storage, but in reality, the real challenge has just begun. In this context, investors need to keep a clear head and not be misled by short-term market fluctuations. They need to deeply analyze industry trends, understand the storage cycle's rules, and make correct investment decisions. Otherwise, it's easy to get stuck in the mud and can't get out.