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I really don't understand why some people still view storage as a cyclical stock🤦
The current shortage in storage is for HBM, which is difficult to scale production and has high technical barriers, not for RAM. There are only three companies in the world that can produce it. Moreover, demand is no longer limited like before; it can be said to be endless. You say it's cyclical? Then CPUs and GPUs should also be cyclical🤦🤦
Buy the dip, hold for the long term, Discord is in my profile.