Adding today's drop, storage has actually quietly completed a month of sideways consolidation. For a sector that has been rising all year, this is very good news—necessary and healthy. This does not mean storage is about to fall, but rather that storage is brewing the next wave.

This round of consolidation should not be over yet. I guess that on the day big tech earnings are released, storage will start another new wave. I believe this is the best opportunity to get in for the second half of the year. Even if there is another pullback later, its price will definitely be much higher than now.

Worried that the storage rally is completely over?? Jensen Huang will slap you hard, Elon Musk will hit you with a flying kick, Sam Altman will give you an iron mountain lean, and Trump will sweep your leg—waking you up, you wooden-headed fool still dreaming...

Worrying about storage ending is truly the stupidest joke in the world..

Discord is in the profile. Buy the dip, hold long term.