Many people buying the dip in storage based on trading logic need to realize that what you're buying is an oversold asset, not a fundamental reversal. Semianalysis has started exposing Rubin's downgrade of HBM specs, reducing from 288G 12-hi to 192G 8-hi, a 33% spec cut. Prices in this segment are expected to drop by 25%-30%. The slowdown in the second derivative of storage is basically a done deal. As mentioned before: The golden era of semiconductor investment is over https://(x.com)/xingpt/status/2080256446688825733?s=20