AI has been developing vigorously for three years. To be honest, it is increasingly difficult to find undervalued directions and stocks that are at the bottom of a cyclical reversal in the current market.

Currently, after in-depth research, I see that there are still three directions just starting their bottom reversal.

The first direction is the power semiconductors I mentioned earlier. Go check the time I mentioned it. What many people are saying now is just hindsight. I believe this field is also just getting started.

The second direction is silicon wafers and their upstream related industries. This industry previously experienced involution-like competition similar to photovoltaics, but now the demand side has clearly increased in volume, with both volume and price rising, and it is emerging from the bottom of the cycle.

The third direction is the upstream of glass substrates. Whether it is the original glass plate or TGV equipment, both will see explosive increases in volume and price. It is just beginning.