Woofun AI reports that Citrini researcher Jukan stated market expectations for the storage chip sector are already elevated. Jukan noted that regardless of whether financial results exceed forecasts, stock prices may face downward pressure. If performance surpasses expectations, the market may fear the industry cycle has peaked; if it falls short, it could signal the end of the boom. Jukan expressed concern that the sector will replicate NVIDIA's previous trend where fundamentals hit new highs while stock prices remained range-bound due to fully priced-in expectations.