I completely agree with Frank's perspective. The two rounds of data + fearmongering about AI slowing down have caused the big drop over the past two days. In reality, oil prices are just fluctuating at high levels, and the 10-year U.S. Treasury yield has also started to pull back. The CSP earnings report at the end of the month will definitely bring better-than-expected positive news, so the following sectors are going to be very important: 1. After storage and optics can no longer hold up, will the rotation move to neo cloud? If so, will IREN and NBIS guide the next phase of the AI main trend? Or will AI + bio take the medium-to-long-term path? To figure this out, we need to see who the leader of the rebound is over the next two days or even next week.