After going over it carefully, there’s no need to feel annoyed about being left behind in US stocks’ storage sector.

AI’s game has only played one-third of the hand—don’t throw a tantrum just because you missed a play. There are still many big opportunities ahead.
From Nvidia, to TSMC, to SanDisk—on the surface it looks like a relay race of “chips → semiconductors → storage,” but fundamentally it’s the rotation of the same layer: the AI infrastructure layer.
GPUs move first because they’re the scarcest; then comes TSMC because of a production capacity bottleneck; now it’s HBM and storage because they’ve also been found to be a choke point.
What’s the next leg—power, optical modules, liquid cooling?
❌ Stop panicking. Keep going.