SKHY bitcoin:native MU If I had to pick just one direction right now, I wouldn’t chase Micron or SK Hynix. I’d keep focusing on Bitcoin. The reason is simple: The core driver behind Micron and SK Hynix’s growth over the past year has been AI performance + valuation expansion. When the market starts questioning valuations, even the best earnings report can become a reason to cash in profits. Bitcoin is different: it’s not trading HBM or AI orders, but global liquidity. When tech stocks start taking hits on valuations, BTC has already priced in some of the risk ahead of time. Once the Fed’s expectations shift back toward easing, BTC’s resilience often shows faster than AI hardware. This time around, I’d rather wait for BTC to regain strength than bet on a rebound in high-valuation storage stocks.