Why did I recently increase my position in $BTDR, SK Hynix, and $NBIS? Because the substantial capacity expansions by major companies are all significant. Predicting that the memory shortage might even extend beyond 2028, and SK Hynix has a high-end advantage. Wall Street taking the opportunity to suppress prices and then scoop up shares—this kind of play is really unexpected. I estimate that memory, especially cloud services, will see a strong rebound. $BTDR's management is really dumb, so everyone should be cautious about the risks: 1. They have no clue about market cap management. 2. Their fundraising ability is also very weak.