I've been using Codex and Claude a lot recently.

Overall token usage is also increasing.

As large language model versions upgrade, the consumption of TOKENs is getting larger and larger.

I suggest that if you have the means, you can experience it for yourself.

You can try building your own website. Or develop your own investment strategies, etc.

There is a clear finding that overall TOKEN consumption is constantly increasing, and the demand for TOKEN consumption is also constantly increasing, meaning the demand for computing power must be increasing.

So in principle, I believe those selling the shovels (infrastructure providers) will continue to make a fortune in the future.

So good semiconductor targets, you can buy on dips. And if you don't know which one to buy, just buy an ETF for the semiconductor industry fund.

Big tech stock chain, Asia chain.

Can Microsoft come out with a Micro-chain! If they do, it'll probably take off.

If you don't know how to operate, I suggest just setting up a regular investment plan (DCA).

PS: The current position is a bit high, my personal suggestion is to wait a bit and see if there's an opportunity for a pullback. With Donald Trump around, there are plenty of opportunities.

$VanEck Semiconductor ETF(SMH.US)