$Oracle(ORCL.US)$Intel(INTC.US)Jensen Huang personally published a signed article titled "AI's 'Five-Layer Cake'," directly pointing to the future demands of artificial intelligence—energy, chips, infrastructure, models, and applications, with infrastructure specifically mentioning power supply, cooling systems, and network communication. The direction couldn't be clearer. Oracle's Q3 earnings exceeded expectations, with a massive $29 billion order, and infrastructure expansion alleviated concerns. Before the end of the earnings season, continue to position along the major directions of computing hardware.