There's nothing to say about Nvidia's financial report. The data is like squeezing toothpaste, and there's a feeling that market investors have become psychologically normalized for Nvidia's financial report to exceed expectations. If it doesn't significantly exceed expectations, they basically won't buy it! But on the other hand, for a company of this size, it is already very difficult to significantly exceed expectations. Fortunately, the 80 billion yuan repurchase and increased dividends can be considered a comfort to shareholders! What caught my attention the most was Huang Renxun's mention of starting Vera Rubin mass production and shipment in Q3 this year. I think this is Nvidia's key killer move to break through 10 trillion yuan. Currently, many institutions have raised Nvidia's stock price, from 260 to over 300 US dollars. Today, Morgan Stanley released a research report that deserves attention, which compared the product costs of two generations of Nvidia. Among them, GB300 represents the flagship work under Nvidia's Blackwell architecture. And VR200 is the flagship cabinet solution of the latest Vera Rubin architecture mass-produced in Q3. The most noteworthy material price among them, with the largest growth rate, is the memory chip. The cost of a VR200 cabinet is 7.8 million US dollars, and the memory accounts for 2 million, accounting for 26% of the total cost, which is 435% higher than the cost of the previous generation GB300. Everyone understands, memory chips can still be hyped for at least a year. I will continue to hold Micron Technology (MU), Samsung, and Hynix. In terms of Korea, I mainly hold EWY Korea Index ETF funds and double long Hynix in Hong Kong stock 07709.