If we focus on investing in the most profitable tech sub-sectors over the next ten or even hundred years, our investment returns will definitely outperform Buffett by a long shot. Of course, during downturns, there will be tons of doubts, but when I firmly believe in something, I just think those doubters are idiots. The strategy is simple: start with the most profitable tech companies, and when they get replaced by the next sub-sector, automatically switch over and keep repeating. Only make money from the big trends. Until things change, the three giants of HBM storage still align with my investment philosophy, so I’ll continue to hold strong. All the FUD out there has nothing to do with me.