I would choose B, while keeping D in mind. I'm still bullish on the AI infrastructure ecosystem because I believe we're in the early stages of AI adoption. Nvidia, TSMC and the broader semiconductor supply chain continue to have strong long-term demand. The financing concerns around Nvidia are worth monitoring, but they don't change my long-term view.
China's immersion DUV progress is strategically important, but the real test is customer qualification, production stability and repeat orders—not just the first machines. I'll be watching execution rather than headlines, as successful mass production would be a meaningful milestone for the semiconductor industry.
Apple reclaiming the top spot shows the market is placing greater value on cash flow and capital efficiency. I believe the next winners won't just have the best technology—they'll also be the companies that can convert AI investment into sustainable earnings and long-term growth.
@Tiger_comments @TigerStars @TigerClub
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