Duan Yongping's latest portfolio adjustment: betting real money on AI — shifting strategy from Apple and oil to AI computing power and data infrastructure. Reportedly, Duan Yongping has recently reduced his holdings in Apple, Occidental Petroleum, and Alibaba, while making big bets on AI. Not only has he significantly increased his position in NVIDIA, but he has also opened positions in three AI industry chain stocks: CoreWeave, Credo, and Tempu. CRWV is a specialized cloud service provider focused on AI and high-performance computing, listed on Nasdaq. The company is deeply tied to NVIDIA, with its main business being the rental of NVIDIA's high-end GPU computing power for AI training/inference, high-performance computing, rendering, and more. CRDO is a leading semiconductor company providing high-speed connectivity solutions for AI data centers, listed on Nasdaq. Its core business involves active cables and high-speed chips, serving as the "vascular" supplier for AI computing networks. TEM is a leading AI-driven precision medicine company, listed on Nasdaq. It specializes in precision oncology diagnostics, medical big data, and AI applications, and is regarded as a benchmark enterprise in the medical AI field.