The stocks we talked about yesterday that we wanted to buy at the bottom have started to show positive news one by one today. NOK Recently, Nokia has been making frequent moves. Nokia is building a complete ecosystem of "multi cloud+agentic AI+autonomous network". There have been several significant developments in the past few days: Deeply collaborate with Google Cloud to embed the Gemini big model into the Nokia Assurance Center, launch 6 professional AI agents, and build a Multi Agent Ecosystem for operator network operations. Expand cooperation with AWS to promote the implementation of Autonomous Network Fabric, enabling operators to run AI driven autonomous networks. Collaborate with VNet to create a unified data platform that solves the long-standing problem of data silos among operators, providing the underlying data foundation for Agentic AI and closed-loop automation. If AI agents will enter the critical infrastructure field in the future, then telecommunications networks are likely to be one of the first large-scale commercial scenarios to land. And Nokia is trying to become the operating system for this ecosystem. In addition, localization of manufacturing in the United States is also continuously being promoted. During his recent speech in Pennsylvania, Trump mentioned the addition of new manufacturing jobs and investment projects in the state, indirectly mentioning Nokia's expansion investment in the area. Although the amount is not much compared to billions of dollars in AI data centers, Nokia is constantly strengthening its domestic research and manufacturing capabilities in the United States. Based on its previous expansion plan for photon chips and optical modules in Allentown, Pennsylvania, Nokia is gradually transitioning towards an AI network infrastructure platform. GLW There are reports that Corning will expand production in Jiading, Shanghai. The market is more focused on its fiber optic and data center businesses, but I am more interested in another direction - Glass Substrate. Chen Liwu has recently mentioned multiple times that glass substrates are an important development direction for advanced packaging, and Intel and TSMC are accelerating their layout in this field. Glass materials and precision optics are already one of Corning's strongest moats. At the same time, Corning has reached a long-term partnership with NVIDIA this year to expand its optical connectivity capacity in the United States, directly benefiting from the construction of AI data centers. INTC Pelosi recently disclosed buying $1-5 million worth of $50 Call due in March 2027. There is a great divergence in the market towards Intel, but if Chen Liwu can bring advanced packaging, glass substrates, and foundry strategies back on track and become TSMC of the United States, its current valuation is not expensive. MRVL JP Morgan even expects ASIC shipments to surpass GPUs by 2027, which is why I have always believed MRVL is one of the most comprehensive beneficiaries in AI infrastructure. Many times, the most profitable opportunity in the market is not to chase after good news, but to patiently ambush before the logic is fully priced by the market. As long as AI capital expenditures are not falsified, the long-term logic of these companies remains valid. In the short term, there may be fluctuations, but in the long term, we focus on industry trends. Yesterday, it was mentioned that priority should be given to bottom fishing DRAM, MRVL, INTC, NOK, GLW, and COHR. However, this viewpoint remains unchanged.