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What is the market afraid of? Afraid of the cycle peaking, afraid of too much increase But from a macro perspective, the logic of this storage cycle still holds, storage remains a key infrastructure for AI, cloud providers' capital expenditures are still heavily tilted towards storage, contract prices are still rising in Q3, and price increase contracts for Q1 next year are also locked in SanDisk's stock price pullback is not on the emotional side 1748, let's watch