$Micron Tech(MU.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US) Unfollowed all storage and optical module stocks with one click. The gambling nature is too strong, it's too easy to get carried away. At any time, preserving capital and staying in the game are the top priorities!

The reason storage is a cyclical stock is that once capacity expands, involution (intense competition) sets in, causing prices and profits to slide. AI has expanded demand and lengthened the cycle, but essentially, it remains the same! The difference between the Magnificent Seven and storage is that increased capital expenditure deepens the moat!