I sold half of my Intel shares for AMD and ARM, but later felt ARM wasn’t that interesting, so I went all-in on AMD. Even though AMD underperformed a bit yesterday, which was a little disappointing, I think AMD’s certainty this year and next year is much stronger. In the whole ecosystem, you need to allocate some major positions in CPUs and memory, and also make some moves in power-related areas. Then, go for the high-growth upstream CPOs and plan ahead for long-term AI applications. This way, you won’t regret missing out on any key stocks. If you find this too much trouble, I’d recommend just buying ETFs. For AI chip exposure, the main U.S. stock ETFs are SMH, SOXX, SOXQ, and XSD. These all clearly hold core AI-related companies like NVIDIA, Broadcom, AMD, TSMC, Micron, etc. I’m just a noob with a big appetite, so I play individual stocks. Whether I can outperform them within a year is anyone’s guess.