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It's always good to gather opinions from all sides, right? I told you before that when it comes to speculating on storage, especially NAND, you have to look at Shenzhen's Huaqiangbei market. As long as the spot market shows signs of weakness, and the "pain" subsides, even with solid earnings, the stock price will still be hammered. Of course, as you said, a hammer also presents an opportunity. However, storage is cyclical.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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