Spending tens of thousands on courses is basically the same as following me, because just like Teacher Ye, I’m a die-hard PCB bull. I’ve been openly bullish on the PCB ecosystem for a long time. Right now, the price hike logic is transitioning smoothly from copper foil and electronic cloth to CCL layers. I’ve shifted all my profits from Tongguan into CCL Shengyi Technology. Even after the pullback, I still have over 40% profit on Shengyi, but it hasn’t yet reached my target price. I made my first purchase of Victory Macro (胜宏) near the private placement price of 248, and I’ve been adding to my position during the pullback over the past two days. If it dips again next week, I’ll continue to buy more. All the Rubin delays, future shifts to glass panels, silicon carbide, claims that PCB lacks technical value, NVIDIA refusing price hikes—these are just noise. The market will soon realize that PCB is the memory of late 2025. (Holding-related disclosure: Stock market investments carry risks, invest cautiously.)