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I was originally watching how much Nvidia would fall, but then I turned my attention to the memory sector—MU, STX, and WDC all fell 7-9% in the past five days, even sharper than NVDA's -5%. Isn't there a strong demand for AI? Storage chips are the hardware foundation for AI training. The simultaneous collapse of three companies does not mean individual stocks are hitting a pitfall, but rather that the industry is cooling down. Memory tends to fall first and is more worth watching than computing chips—it's the thermometer upstream in the industry chain. Next time Micron, Seagate, and Western Digital move simultaneously, don't focus on NVDA for now. The above does not constitute investment advice; please make judgments based on your own research.