I can’t think of a single reason not to heavily increase my position in CPU and storage. Intel, Micron DRAM, SK Hynix, Samsung. Intel won an order from Apple, and storage performance is expected to surge over the next 2 years. SK Hynix’s full-year profit is expected to exceed 100 billion+. And what about CRCL? The profits are measurable but not much to write home about—mainly earning US debt interest. The market growth is slow, and the US won’t raise interest rates either. No matter which angle you look at, betting on AI is a more imagination-filled track compared to dollar-pegged stablecoins. I can only say that I’m hiding in CRCL during the bull market.