Can you imagine Lenovo Group, a 'blue-chip' stock, surging 20% in a single day and almost doubling in a month? The main drivers behind its strength are twofold: 1) The ongoing CPU shortage trend; 2) Benefiting from AI computing power and CPU shortages, leading to significant performance improvements: Lenovo achieved $21.588 billion in revenue for 4QFY26, up 27% year-over-year, with a net profit attributable to shareholders of $521 million, up 479% year-over-year. Notably, AI PC shipments increased 228% quarter-over-quarter. SMIC (中芯国际) also nearly hit a new high today. The value of this mid-April post keeps rising.