Let AI list the prices on the day of the targeted research report and the subsequent increase, a lot of 50%...
It seems that the selection of targets is okay, among which Hynix and COHR are larger, the easiest to hold, as I wrote two reports on optical interconnection and storage, and I feel I have a clearer understanding.
Additionally, the position in QCOM Qualcomm is smaller, Qualcomm doesn't seem to be a company I like: monopolizing.
The following two research reports, I believe for beginners, should be the easiest to understand + in-depth on the entire internet, if you find better ones, let me know, I'll learn, but I think it's impossible to have better ones.
"HBM Panorama Research Report: From Training to Inference, the Protagonist is No Longer the GPU"
https://mp.weixin.qq.com/s/ch6D62c-4OsOllHfzf4jMA
Deep Dive into Optical Interconnection: When Computing Power Hits Physical Boundaries, Humanity Asks Light Again
https://mp.weixin.qq.com/s/l69kHwMRs3h2P7YSsv7OnQ

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