The storage sector has basically no volatility now, but trading volume is still among the top. Feels like SK Hynix's current trend is somewhat similar to SpaceX before—after extreme deleveraging, both bulls and bears have exited, entering a phase of high turnover + low volatility accumulation. Although the narrative bubble has burst, the fundamentals of Samsung, SK Hynix, and Micron are undeniably solid, especially compared to SpaceX, which lacked a real profit anchor. In the context of AI's rapid development, even if we can't say storage will always be in short supply, demand is still strong. HBM and server DRAM, in particular, are indeed in tight supply. In the future, NAND supply might be the first to improve. So, the growth ceiling for the "Three Seas" (Samsung, SK Hynix, Micron) should actually be higher than SanDisk. Currently, SK Hynix's common stock is at 1.42 million KRW/$1,000, which I think is still a decent value, so I’ve opened a long position and plan to hold it for a while. As for the ADRs, since there’s a premium, who knows when it might suddenly get equalized. Psychologically, shorting ADRs feels more secure than going long, so I’m starting with a long position in the common stock. Generally speaking, extreme market conditions usually stabilize in about two weeks. Right now, positioning for recovery has a much higher probability of success than betting on further declines. @BITstocks_CN Buy U.S. stocks on BIT, 10,000+ U.S. stocks and ETFs, real holdings, and enjoy dividend payouts. #Investing #AI #Storage #SKHynix #Samsung #Micron