A couple of days ago, I saw OpenAI promoting Sora2 and thought it was bullish for computing power and storage, so I took a look at the storage sector in U.S. stocks. Honestly, I’m jealous. The major companies in the storage sector have seen their stock prices at least triple or quadruple since mid-April. After years of capacity reduction in the storage field, the survivors are now kings. This year, a massive wave of demand orders has locked up production capacity until 2027. And then it’s just boom, boom… Not spotting the changes in the storage sector earlier—still too narrow-minded.