In the entire AI narrative, storage and chips are the most certain when it comes to EPS. In other words, everything else is not that certain. If $MU $SNDK $WDC $AMD $NVDA breaks down, then you should be careful with other less-certain sub-themes and bubble-speculation stocks ⬇️📉. If even the genuine version falls, then the rationale for “MyanmA” A-shares that trade in empty air is gone. Global tech giants are starting to reflect on Agents, and all prices must return to talking in terms of EPS. You can take the bull-to-bear shift in Bitcoin, gold, and silver as a reference—belief in narratives is worth nothing. My account only talks about the price spread.