$SK Hynix(SKHY.US)
Betting on AI is equivalent to a massive wave of infrastructure and power construction.
Storage prices won't keep rising indefinitely; they may even drop at some point. Such a price drop shouldn't be far off. After all, storage is a crucial link in the AI industry chain. While the entire industry needs to develop, profits must ultimately be distributed reasonably between upstream and downstream players.
This doesn't mean we are bearish on storage. The overall performance, shipment volume, and profits of storage manufacturers will continue to grow steadily.
Therefore, from now on, any theoretical pressure on stock prices for storage companies presents an opportunity to add to positions.
Personal opinion only
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