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Bought some HIMX and ORCL.
I think Oracle's position has a very high value proposition.
Many people believe that relying too much on OpenAI is risky, and taking on debt to invest in AI is too risky.
But Xai has proven well that if OpenAI doesn't use this computing power, other companies will. It's not a big problem.
As for taking on debt to invest in AI, if you believe in a certain track, the best time to leverage is at the very beginning.
Larry Ellison is 80 years old and still dares to bet, so I might as well bet with him.