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If the super cycle of storage is confirmed, the PE ratio for the next 10 years would be undervalued, and it remains very cheap now; otherwise, there could be a major crash in the future.
Future reasoning about storage demand is long-term and essential, unless a better storage solution emerges that improves storage efficiency and reduces storage needs.
Storage is an industrial product, and supply and demand will inevitably balance in the future.
This is inevitable, but rapidly expanding capacity within a year to meet demand is very difficult.
So, there is a critical point in this game—are you going to push forward?
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