$NVIDIA(NVDA.US)$SK Hynix(SKHY.US)$Alphabet(GOOGL.US)

Actually, I set up a small company to use AI to develop things for other industries, or rather, to genuinely empower my old trade with AI.

In this process, I discovered two things:

1. There are very few companies truly doing what we do; most so-called AI companies are actually just messing around... I think they're just flailing aimlessly.

2. But more and more people will definitely adopt our approach, which is the foundation for AI's eventual widespread adoption.

To put it plainly, we are building industry-specific knowledge bases for large models, while also harnessing them, because much of the real, specific knowledge in various industries is unknown even to outsiders or the internet. Finally, it involves data from enterprises of different sizes and types within the industry, as well as daily Q&A reviews.

The engineering workload isn't actually huge, but every time we achieve some goals, we quickly discover new needs. I won't go into too much detail here, let's talk about the conclusion.

I believe the ceiling for AI in the future is extremely, extremely, extremely high. I think it's no problem for these chip, memory, and cloud provider stocks to multiply by 5-10 times.

There is too much infrastructure needed here. To be honest, AI has only just started, yet it has already brought very different effects. What we are doing now would have required 100 times the investment without AI, and secondly, some effects would simply be impossible to achieve.

So I'm going to buy some calls expiring at the end of 2028.