A couple of days ago, I flipped my storage position from short to long and increased my position size. Today, US storage stocks pulled back, and some are waiting to see a joke. But what I look at is the fundamentals, not the day's sentiment: Elon Musk said memory demand growth far exceeds supply, Winbond Electronics' Q2 net profit surged 256 times, and customers are already scrambling to book capacity for 2030. Supply is so tight that capacity needs to be locked in four years in advance; this is not something a single day's stock price can disprove. The meaning of a low-frequency large bet is—if the thesis isn't broken, don't average down or add on a pullback, just hold. $MU, are you switching directions or still holding last week's short position?