An old saying: 'When the nest is overturned, no egg remains intact.' When storage starts to fail, other related AI sectors also begin to weaken—highly correlated. Cash is king, no doubt, but right now it’s like a guy who’s taken all the little blue pills (good news) he can, but still can’t get it up. Do you think he’s still got it? At this stage, earnings reports and performance are solid, and CPI and PPI data suggest a lower probability of rate hikes, but it’s not really helping. Not saying to go bearish, but at the very least, it’s better to stay cautious.