Honestly, the difficulty of AI investment is quietly increasing now.

In the past, as long as you grasped the most prominent AI leaders, you could easily win without effort.
But now, the demand is no longer a secret, and the market should truly re-evaluate the demand chain behind it—those most scarce, most upstream, and hardest to bypass supply "bottlenecks."
From GPU chips, optical module interconnects, to lasers and InP substrates;
from AI cloud computing power delivery, to power supply and financing structures...
The market always follows the same path: first wildly chasing the most dazzling leading companies, then turning to their secondary suppliers, and finally focusing on those long underestimated but truly holding the industry's throat—hidden links.
This research approach also applies to all new directions.