1、 Regarding storage and optical communication 1. Figure 1 shows my prediction of the subsequent market trend during the bottom fishing and storage on July 31, 2026; The original text is here: https://(x.com)/Huilin_Chen_/status/2083003378582585580? s=20 2. So, my trading plan for guiding trading is to finish the smoothest and fastest rebound, then move away and no longer consider them as key trading targets. I can observe them, but not play with them; 3. From a technical perspective, the original judgment remains unchanged, and the C-wave can be vertical or horizontal; Compared to MAMericaNDK, the LITE I have been working on recently has shown a relatively strong performance in this collective rebound, so I will prioritize strong stocks in the next wave; 4. My personal opinion is that the AI track is very big, unlike gold and Bitcoin. Storage can fall, rebound, and then turn sideways, but there will always be a relay in the AI track. The overall rebound of this track should be viewed with a long-term perspective on an annual basis, not a monthly basis; So, I believe that asserting whether storage is a cyclical stock or not now is just a prediction and meaningless. It needs to be combined with fundamentals and AI development at the end of this wave of adjustment to make a re judgment; As stated in the daily newspaper @ MSX_CN, "When it comes to capital expenditures, we also need to look at capital returns and whether capital has formed constraints Just like optical communication: strong orders do not mean that stock prices will not adjust, and a significant drop in stock prices cannot directly prove that industry demand has reversed; 5. To sum up, AI is a race track, not to mention the foam breaking, but also far away from the periodic foam breaking, so the callback must be an opportunity for layout, but it is just that each stock has reached a different position and needs to be screened with insight. The link to the daily newspaper is here: https://ms (x.com)/zh-hans/research/Recaps%20&%20Weeklies/653-dailyreport1013 Recommended reading, with a wide and abundant amount of information. 2、 My discerning eye for hearsay The difficulty of the AI track lies in the fact that most stocks have already gone up one round. So, when it comes to the next round, the most difficult part is that it is difficult to determine whether the stock has already gone up and whether it will be converted to Nvidia or still rise. So, let me share my own judgment: 1. It is believed that the current position of storage and optical communication is roughly equivalent to that of Nvidia in the first half of 2025. There is a high probability that there will be a large wave of upward trend in the future, but after the further increase, it may gradually become dominant, the asymmetric advantage will disappear, and the industry will become more competitive; 2. The AI on the TO C-end is currently being underestimated, such as in the mobile phone industry. This must be the biggest entry point for AI to truly land. I can think of Tencent? Qualcomm? Apple? 3. TSLA is not just about storytelling, it's not just about robots, cars, and autonomous driving. It's a truly visible and fast landing AI scene, and from a technical perspective, Tesla is doing well.