@每天都吃肉 I've read your article and fully agree with your point of view. It's very well written and comprehensive!

I'd like to share my opinion based on your article: there's been a lot of buzz about those short essays these past two days.

1. After Micron Technology's earnings report came out, the market has been hotly discussing that memory prices are high. Memory products shouldn't be forced to lower prices just because gross margins are high; there's no such logic.

2. Apple's product price increases have nothing to do with Micron Technology's business officer's remarks. Each is just stating their own position; both are normal business practices.

3. I haven't found anyone who traveled from the future, but I have found many who seem to have traveled to the past. Personally, I can't see where the cycle is at the moment. Media reports on ChangXin Memory Technologies and Yangtze Memory Technologies' market shares are incorrect; cutting them in half would be more accurate. Within 5 years, they will only play a supplementary role in the market. I also don't see the possibility that new capacity coming online in 2028 will lead to a memory oversupply and price drops for mainstream memory.

4. Short-term fluctuations in stock prices will not change the medium-term upward trend.