一起发财
一起发财|Aug 09, 2026 01:06
CITI lowered the valuation of storage companies, saying storage has peaked. I think if you’re holding storage stocks and can’t hang on, it’s better to pull out. Wait until the chips are no longer in retail investors’ hands—only then will storage become scarce again. After that, they’ll hit you with news like '28 years of production capacity already sold out,' some groundbreaking new model, or a major breakthrough in the robotics industry driving new demand for storage. Just don’t jump in during those moments when it’s up 50 points in three days.
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