Micron MU's earnings report was absolutely explosive, but the after-hours movement was just a slight uptick. This shows the market already believes the current performance is unsustainable, and next year will be very challenging. I got reliable intel that Yangtze Memory is the last storage project in this round of A-share IPOs. Other unlisted storage projects might as well call it a day, as they'll likely step aside and let Huawei come in to clean up the battlefield