Storage has a new breakthrough! The long-term logic is even stronger.

Family members, just breaking news, Intel has developed a new XBM ultra-high bandwidth memory technology, aiming to be a replacement for HBM4, with higher bandwidth and lower cost. Although it won't be commercially available until after 2030, it shows that the technological iteration of AI memory is still accelerating, and the long-term demand for storage will only grow.
The current adjustments in semiconductors are just short-term profit-taking. Technology is constantly breaking through, and the industry logic is solid. Don't cut losses at the bottom, set your stop-loss, and hold onto core targets. #SOXL $SOXL ‌