#TradFi晒单 This time, I’ve posted my purchase of Micron MU. The global storage industry’s supply-demand landscape is improving. As the AI industry continues to expand, demand for high-bandwidth memory keeps rising. In the short term, funding is trading back and forth and price fluctuations are relatively large. Stick to the medium- to long-term logic and don’t overthink day-to-day market ups and downs.