Current AI narratives have evolved from purely computing power to the rotation of the "Three Pillars of Infrastructure":


1️⃣ Semiconductors (Intel and others): The heart of computation
2️⃣ Optical communication (Old Manto LITE and others): The blood vessels of data
3️⃣ Enterprise storage (SanDisk WDC and others): The warehouse of memory
The current market situation is: you fall, I rise; I rise, you chase; every day new highs are made amid panic. This emotion of "missing out is more painful than losing money" is the most dangerous and yet most captivating moment. People are generally afraid of heights, generally fully invested, truly worried that one day a screw might loosen, and everyone will ride the elevator together.
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