‌$英伟达(NVDA)$  ‌ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌$美光科技(MU)$  ‌,‌$SK海力士(SKHY)$  ‌& Samsung supplying the DRAM & HBM feeding Rubin accelerators while‌ $闪迪(SNDK)$  ‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌$台积电(TSM)$  ‌，‌$艾马克技术公司(AMKR)$  ‌&‌$

1.‌$闪迪(SNDK)$  ‌+526% 2.‌$Moderna, Inc.(MRNA)$  ‌+368% 3.‌$Twist Bioscience Corp(TWST)$  ‌+346% 4.‌$Aehr Test Systems(AEHR)$  ‌+300% 5.‌$戴尔(DELL)$  ‌+262% 6.‌$AXT Inc(AXTI)$  ‌+259% 7.‌$美光科技(MU)$  ‌+227% 8.‌$Applied Optoelectronics Inc.(AAOI)$  ‌+205% 9.‌$西部数据(WDC)$  ‌+167% 10.‌$迈威尔科技(MRVL)$  ‌+155% 11.‌

‌$英伟达(NVDA)$  ‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌$台积电(TSM)$  ‌37% •‌$SK海力士(SKHY)$  ‌27% •‌$美光科技(MU)$  ‌14% •‌$泰瑞达(TER)$  ‌8% •‌$日月光半导体(ASX)$  ‌3% •‌$Fabrinet(FN)$  ‌1% •‌$艾马克技术公司(AMKR)$  ‌1% •‌$思科(CSCO)$  ‌

They're emerging from technologies that can transform communication, security, AI, data, and sustainability. ‌$AST SpaceMobile, Inc.(ASTS)$  ‌ ‌$Ondas Holdings Inc.(ONDS)$  ‌ ‌$Zeta Global Holdings Corp.(ZETA)$  ‌ ‌$NEBIUS(NBIS)$  ‌ ‌$Aduro Clean Technologies (Uplisting)(ADUR)$  ‌ Five companies. Five massive disruptions. One future.  X：@thequeennnz

But a strong investment thesis shouldn't fluctuate with every red day. These are the prices where I've been buying during the recent weakness: ‌$Micron Technology(MU)$  ‌ 830 ‌$Lam Research(LRCX)$  ‌ 290 ‌$Corning(GLW)$  ‌ 170 ‌$Tower Semiconductor(TSEM)$  ‌ 220 ‌$MKS Instruments(MKSI)$  ‌ 295 ‌$TTM Technologies Inc(TTMI)$  ‌ 155 ‌$Western Digital(WDC)$  ‌ 490 ‌$Lumentum(LITE)$  ‌&n

Congratulations to all members who built positions in DRAM-related names, ‌$Roundhill Memory ETF(DRAM)$  ‌，‌$Marvell Technology(MRVL)$  ‌,$Micron Technology(MU)$  ‌, and$Aehr Test(AEHR)$  ‌during Friday's pullback. While others were driven by fear, we stayed focused on the plan and took advantage of the opportunity. As Warren Buffett famously said: "Be fearful when others are greedy, and greedy when others are fearful." More updates on my next moves and positioning plans will be shared in due course. Stay disciplined, stay patient, and let the market do the rest.