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Dan Bin's latest holdings have upgraded from buying AI leaders to buying the AI industry chain.
Google: 21.00%
Intel: 14.92%
NVIDIA: 12.97%
SanDisk: 10.08%
Micron: 10.26%
AMD: 7.96%
Marvell: 7.76%
SK Hynix: 4.33%
TSMC: 3.68%
Arm: 3.52%
Additionally, there are small amounts of Broadcom, Lumentum, and Amazon.
From the changes in his holdings, it also follows the industry development trend, which can be considered "chasing highs" by following the trend.