My hand doesn't hurt much anymore, but it's still very swollen. I was supposed to test a newly discovered arbitrage strategy, but that will probably be delayed by at least a week.


With nothing to do, I'm looking at stocks and finding it quite interesting.
Storage used to be a fairly low-margin, non-high-end industry. Suddenly, the industry boomed, supply and demand got out of balance, and it's now riding on the AI narrative while shitting everywhere and even asking Apple for paper.
A lot of info says storage is king, there will never be enough storage, and a permanent bull market is coming. Can the market sustain such expensive storage in the long run? If not, where's the tipping point?
To be fair, Koreans are really crazy about stock trading. I remember watching Imp's stream and he said he's been making a lot of money trading stocks. He hasn't streamed for a long time now—probably made a killing.
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