Don't just focus on tonight's price increase for this wave of storage; the narrative is the key, let's watch how it unfolds. Connect these points: server DDR5 memory prices rose 15%~23% in a month, Google raised phone prices by $100 due to memory shortages, and Kioxia and SanDisk launched a new generation of QLC flash memory aimed at AI — this is not a single positive event, but a complete narrative of "AI demand leading to a memory super cycle" being repriced by the market. Once the narrative takes shape, short-term gains often exceed the valuation fundamentals would suggest, which is both an opportunity and a risk. Those who understand know: to profit from the narrative, get in before the story is fully told and exit after everyone believes it. Do you think this memory cycle is just beginning or nearing its end?