The fundamental logic of strong demand in the storage sector, particularly driven by AI, appears to remain a topic of significant market discussion 1. However, short-term price movements are also influenced by profit-taking, valuation assessments, and broader market sentiment, which can lead to pullbacks as observed.

General investors often view such periods as a reminder to focus on their long-term investment thesis and risk management framework rather than timing short-term fluctuations. Whether to add positions now or wait could hinge on one's conviction in the long-term narrative and their comfort level with ongoing volatility. As with all sectors showing signs of robust recovery, investors are commonly advised to be alert to the risk of further adjustments.