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Whether it's Apple complaining about expensive memory, Musk lamenting the lack of memory, concerns about government action, or ChangXin's IPO... all external pressures point to: capacity expansion!! Recently, it's been a rare sight: A-share equipment stocks outperforming U.S. equipment stocks. Afraid of heights in A-shares, I dare not add positions, so I shifted some positions from storage to U.S. equipment stocks, and bought a Korean stock 095610 as a lottery ticket. Let's see what happens over the weekend before deciding whether to go all in on Monday.