Do you remember that wave of recommendations? Micron Technology was only around 160 back then, and now it has surged past 300, doubling in value. The logic behind this is actually very simple— with the arrival of the AI era, chips and memory have become scarce resources. When there's a shortage of memory, invest in memory; when there's a shortage of electricity, invest in power infrastructure; whatever is lacking, invest in that. This is the certainty brought by the explosive growth of the AI chip industry chain. From the expansion of cloud computing data centers to the surge in power consumption for large model training, the entire ecosystem's demand for storage chips is continuously releasing. The industry trend is very clear: whoever can seize this wave will enjoy the benefits.