The storage chip sector plunged—don’t panic! It’s not dead, it’s just been squeezed out some of the positions~

In my view, this round of plunge is merely the market shifting from “trading expectations” to a phase of re-validation.

Early capital overspent on HBM and the growth expectations for AI storage. When the market started worrying that chip prices have peaked, AI spending will slow, and that high valuations create pressure, capital chose to take profits, causing the sector to rebound quickly.

I’ll share the next entry opportunities for this sector internally afterward. If you’re interested, raise your hand below!

#LAB两日腰斩53%