Look at this chart: the four major memory companies have a 2027 profit forecast of $809 billion, with a market cap of just over $3 trillion, while the six tech giants have $639 billion in profit but a market cap of $17.27 trillion!! This shows that storage’s explosive potential far exceeds the internet. Don’t use PB to estimate, and don’t view it through the semiconductor cycle. As said before, supply and demand: the foreign B300 is still extremely scarce!?