Let AI list the prices of the target stocks on the day of the research report and their subsequent gains, with a bunch at 50%...

It seems the stock selection is okay, with Hynix and COHR being the larger ones, which are the easiest to handle because I wrote two tracks, optical connectivity and storage, and I find it easier to understand.
Additionally, QCOM's position is small; Qualcomm doesn't seem to be a company I like: monopolizing.
As for these two research reports, I think they are the most understandable and in-depth for beginners across the entire internet. If you find a better one, let me know so I can learn, but I don't think there is one.
"HBM Panorama Research Report: From Training to Inference, the Main Character is No Longer the GPU"

Optical connectivity depth: When computing power hits physical limits, humanity asks once again about light.