**[Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm, AI Storage Stocks Decline Likely Due to Deleveraging Pressure]** Odaily Planet Daily News – "White-Haired Stock God" Serenity posted that today Micron ($MU) announced the signing of a long-term memory supply agreement with Qualcomm (QCOM), but the market reaction was unexpected, with Micron's stock price subsequently dropping by 5.37%. Serenity believes that against the backdrop of the AI industry chain continuously signing long-term supply agreements to secure future demand, there are no obvious signs of fundamental deterioration in memory and AI-related stocks themselves. He stated that the recent sector adjustment is more likely driven by the market's deleveraging process and a chain reaction triggered by profit margin pressures, rather than a reversal in AI demand or storage industry trends. Serenity pointed out that as the construction of AI infrastructure continues to advance, the upstream and downstream of the industry chain are strengthening supply security through long-term agreements. Short-term market fluctuations may reflect more on liquidity and valuation adjustments rather than changes in the long-term growth logic.