For my heavily weighted storage portfolio, it's a classic case of everyone kicking a man when he's down.
It seems like nothing I say matters. Some are just watching the show, some who missed out want the price to drop further before buying, some are envious of the earlier gains and are now jumping on the bandwagon, and so on.
This is all normal; it's human nature. I'm used to it.
But for those holding the stock, especially someone like me with a fully invested, single-focused storage portfolio, I must maintain my confidence and not be swayed by external influences.
Ask myself a few questions:
1. Will the storage rally end here?
The answer is no. Why? Because the 2026 earnings targets haven't been met yet. As long as they haven't been met, there will be an expectation gap, and there will be funds speculating. We ourselves are both speculators and participants in this market. Therefore, I believe the long-term storage rally is not over.
Of course, if you think it's over, you can find an opportunity to sell; there's no need to manipulate the market. Maintaining positive communication is best in stock market investing. Don't be happy when others' stocks fall; there's no need to do so, and it's also unnecessary to come and criticize after selling—that's despicable.
2. What about short-term trends? Will it continue to fall?
The answer is most likely not. First, storage isn't priced domestically; it's priced globally. Shortages won't disappear overnight, nor will a small article affect the entire market. However, a correction is inevitable, and we should be prepared for it.
Currently, there's a possibility of stabilization today! We'll see this afternoon!