My SK Hynix is down 20%, but I’m not panicking. Still buying the dip (without leverage) because I think the AI market will have a second wave. Building a position around -50% doesn’t seem like a big issue. The storage market might be similar to Bitcoin’s 2021 trend: the first big bull run pushed it to $65k, then it dropped -54% to $30k, consolidated for a while, and later climbed to $69k. Let’s check back in six months to see if the AI industry hits a new all-time high.