Garrett Jin: Capital in the AI computing power market is shifting from storage chips to core cloud providers

Garrett Jin's analysis points out that funds in the AI industry chain are being redistributed. Micron's stock price encountered resistance and fell back around $1,250, while SK Hynix and Samsung Electronics weakened. In the past two months, foreign capital has withdrawn more than 100 trillion won from the Korean stock market, and funds are flowing to core cloud computing giants such as Google, Microsoft, and Amazon. This migration logic supports the trend of Token optimization.