$SpaceX(SPCX.US) is the only tech company with certainty that will definitely exist in ten years and is expected to get better and better, or rather, a future ticket. But its price is too expensive, suitable only for long-term holding. The only major bearish factor is if Elon Musk passes away.$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Taiwan Semiconductor(TSM.US) Many institutions say chips and memory chips are cyclical industries, which can only be described as carving a mark on the boat to find the sword. AI, autonomous driving, robots, etc., all see exponential explosive growth for chips, and AI itself iterates exponentially. Even if hardware prices pull back, future demand will grow exponentially.$Oracle(ORCL.US) I remain consistently bearish on 'Bone Dissolving Man' (Oracle), unless the cash flow breakage materializes as a concrete negative event. At that time, the stock price might conservatively drop to around $60, and then buy.$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK) I still say this: apart from the US stock market, do not touch other garbage markets; the risk is too high. Do not touch options either, unless you have inside information.
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