阿科|2月 27, 2026 06:32
China-Korea Semiconductor opened this afternoon with a peak premium close to 30%. The current price is 4.4, still holding a 24% premium.
Looking back at history, this usually isn’t a good sign. Once the premium exceeds 25%, it often enters an accelerated FOMO surge phase, followed by a crazy drop.
It’s not that I’m bearish on storage, but the premium rate is just too high—it’s all a bubble. I’ll come back later.
I used 4 AIs to analyze historical data, GPT was the fastest to deliver results. I feel like there’s no need to look further, I’m out for now.
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