Brothers, if we're going to focus on AI for the next two years, these are the six companies I'll be keeping an eye on: NVIDIA, Microsoft, TSMC, Broadcom, Google, Amazon. What I want to study more is: as AI investments keep growing, which companies can turn orders into profits, and then turn profits into cash flow. These six companies have different focus areas: NVIDIA is about computing platforms and ecosystems; TSMC is about advanced manufacturing; Broadcom is about custom chips and network connectivity. Microsoft, Google, and Amazon are about cloud services, software, and applications—can they keep customers paying for AI? On one side, it's about building infrastructure; on the other, it's about putting AI to use. But there's one issue we can't ignore: these aren't six completely unrelated investments. The capital expenditures of cloud providers are also the revenue sources for chip and equipment suppliers. If investments slow down, the impact could ripple through the supply chain. Buying multiple names doesn’t necessarily mean the risks are diversified. So, for me, this setup is more suitable as a research framework for an AI-themed portfolio, rather than putting all my money into it. As for the buying strategy, I prefer starting with a partial position, then adding in batches while keeping some cash on hand. But if you're waiting for a "big dip," you need to set clear conditions in advance—otherwise, you'll think it's too expensive when it rises, and be too scared to buy when it drops. In the end, your plan might just stay as a screenshot. One more thing: I won’t make bold claims like "only buy and never sell for the next two years." Not changing your judgment because of short-term price swings is different from refusing to sell no matter what happens. If a company’s competitiveness, cash flow, or the logic behind your purchase changes, it’s time to reassess. Being optimistic about AI is just the starting point for research. What price to buy at, how much to allocate, and what to do if you're wrong—those are the factors that determine whether you can stick to your optimism. Two years from now, I hope to have more than just a portfolio—I want a set of rules that I’ve truly executed and reviewed.