When the market is hot, let me tell you a ghost story.

I am on the front lines of the market, from the end of last year to the first quarter of this year, storage prices fluctuated daily.
Customers were afraid of price increases and placed orders in advance.
Some of my colleagues who sell storage have now basically completed their annual targets, and can relax now.
However, because prices rose too high, new orders have started to decrease.
Because customers are not fools; with such high prices, if they don't switch immediately, they can use the current storage for a while and then switch later.
Now the supply chain has loosened, and by July, capacity won't be as tight, and prices are not rising for now.
This is the latest news from the front line of the market; high prices have suppressed demand, and new capacity is on the way.
Always claiming storage shortages is just a lie to fool beginners.
The main reason for the current storage shortage is still the huge capital expenditure by internet giants, buying大量 GPUs, which require大量 high-end storage.
Although Samsung and SK Hynix's HBM orders have been scheduled until 2027, all of this is based on the capital expenditure of internet giants.
No one knows if these giants will suddenly cut back on capital spending; if the value created by AI applications is proven false, and the income generated by AI applications isn't enough to cover capital costs, the giants will immediately cancel orders.
At that point, storage capacity will immediately become oversupplied.
So, buying storage now carries more risk than reward; missing out means staying out forever.
Never chase the high prices. #股票交易挑战最高赢17000U