Let's talk about my current holdings, to give everyone a reference.

In the US stock market, there are two main parts.
My medium-term positions are just two: $DRAM and Marvell.
I’ve written several articles about DRAM before, so I won’t go into detail again.
The logic of the super cycle in storage hasn’t changed; just hold on to it.
When I first bought Marvell, I didn’t research it deeply.
Mainly because a few friends around me who are very knowledgeable about US stocks kept discussing it.
The logic points to one idea: Jensen Huang is the most knowledgeable person about AI in the world.