Pathfinder
Pathfinder|8月 14, 2026 17:04
To put it bluntly, I’m not afraid of being proven wrong by the market. The ones shouting about a storage rebound these past few days are mostly those who were heavily invested in storage and got hit hard over the last two weeks. People have a tendency for path dependence. Now that there’s a rebound, it’ll only reinforce their path dependence, and eventually, they’ll fall again on this same path.
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