$Broadcom(AVGO.US)$Marvell Tech(MRVL.US)$NVIDIA(NVDA.US)$Nebius(NBIS.US) Currently, I think these are the stocks in my mind. Broadcom goes without saying, and Marvell's potential is still rising. I'll check back at the end of the month to see what happens. Regarding storage, I just watched a video about HBM stacking technology. Currently, I think SK hynix's technology yield is high. If it lists on the US stock market, I'm bullish on SK first. The reason is, before I knew about these storage chips, I wanted to install an SSD in my computer. I compared several brands at the time and felt hynix was good in terms of heat dissipation. I ended up buying Samsung, but this process made me learn about some of hynix's technologies. So if it goes public, I'll be the first to buy it. 👍 Of course, the four musketeers of storage—Samsung, Micron $Micron Tech(MU.US), hynix, SanDisk—are all good. They're also strong. I think Samsung's technology will be surprising.