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The only investment operation I've been doing recently is buying SK Hynix every day during the pullback caused by the war. I believe that the era of personal agent assistants opened by OpenClaw and the era of AI replacing traditional jobs initiated by Claude will definitely happen.
Although there has been a lot of discussion on X, most people in the world have not yet experienced this change (as evidenced by the recent surge in lobsters in the domestic market), which indicates that there is still huge growth potential for AI computing power and storage demand. If betting on this future, I think NVIDIA and SK Hynix are the most certain stocks. In fact, the certainty of SK Hynix is even stronger because NVIDIA still faces competition from various custom chips, while any chip will require HBM, and the next generation of chip architecture will use more HBM than the previous generation.
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