In the entire AI narrative, storage and chips have the highest certainty in terms of eps. In other words, nothing else is as certain. If $MU $SNDK $WDC $AMD $NVDA collapses, then other less-certain niche themes and bubble-speculative stocks should be careful ⬇️📉. If even the real deal falls, then “Mian A” that hypes nothing loses its logic. Global tech giants have begun reflecting on Agents one after another, and all prices must return to eps. You can refer to the bull-to-bear shift in Bitcoin, gold, and silver—when it comes to price, all beliefs in grand narratives are worthless. My account only talks about the price spread.