1. Look at the receipts—during the darkest moments of the storage sector's drop, I kept calling for bottom-fishing for several days straight; 2. I even gave the target levels for the rebound; 3. During the periods of consolidation and pullbacks, I firmly told you all that the rebound trend wasn’t over; 4. Now, Micron (MU) has hit 1000, Intel (INTC) has reached 105, and SanDisk (SNDK) has even exceeded expectations; 5. Personally, I caught a wave of the overall rebound (Hynix, SanDisk, Intel), with the biggest gains coming from Intel. Then I caught another wave with LITE, which brought the largest profits this time. What I want to say now is: at this point in time, it’s really not a good moment to go long or short. At this stage and these levels, I think it’s time to tidy up your positions. In plain terms: if you went long earlier and are now breaking even or still haven’t, you can consider trimming or cutting some positions. If you’ve made decent profits, you can also take some off the table. This is to avoid feeling the pain again if there’s a pullback. I don’t know how much higher it can go or where it will stop. There’s a high chance of selling too early, but keep in mind—SanDisk has already climbed 80% from its lowest point, and the second wave is up nearly 60%. So, remember this: opportunities are always there, but your capital isn’t. PS: This is not financial advice. Buy if you want, sell if you want. 7.31-------------------------------------------8.17