Seeing many stocks in the AI hardware sector reaching new highs, I feel anxious. Computing power, models, and midstream segments have all played out according to the original logic, and I’ve benefited quite a bit from these logical chains.

But currently, the market hasn't chosen a terminal, or perhaps the market doesn't even know what the next terminal really is. I wonder if you all share this kind of anxiety—knowing that the market won't keep hype around hardware forever, but at the same time, there's no clear possibility of a final application port in the hype chain.
What are the possible terminals in the AI era?