Rate Of Return
Steady achiever$ISHRS MSCI S Korea Capped(EWY.US) sorted out some thoughts. It's difficult for the storage industry to expand production, and demand is similar to how long AI develops, demand can be full for that long. When NVIDIA's expectations are fully priced in, the story of AI capital expenditure falls on the storage chain, and the music keeps playing and the dance continues. Just buy on the dip.
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