Today, before the market opens, SK Hynix announced that the production of 10nm DRAM will increase eightfold next year, marking the end of the first wave of the super cycle in storage. This year, the three main lines in the US stock market are: the first is electricity, with mining stocks driven by electricity shortages transitioning to AIDC's leading stock IREN, which will issue bonds and receive a large order from Microsoft on November 5, signaling the end of this sector; the second is storage, with today's expansion announcement officially concluding the first wave; the third is the Google chain, where the strongest player is only Google itself. Is there a macro issue?