$Circle Internet Corp.(CRCL)$ In my view, we are entering a world where tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet.
$iShares Silver Trust(SLV)$ I observe that many view gold and silver as the prime hedge against uncertainty. The Trump Administration's actions create uncertainty for the United States and the world. Moreover, the Japanese yen declined following the Taikichi government's landslide victory, as they are expected to be dovish. Our US SEC nominee is also anticipated to be dovish. From my perspective, these are strong signals that gold and silver will perform very well.
For those wondering about developments without catching the call, the key point is "demand continues to significantly outgrow supply". Their NAND memory has no competitors in AI infrastructure. They prioritise government contracts until meeting broader demand. Do your due diligence, hundreds of major global orders keep piling up. Cash reserves rose 350% YoY to US$1.5 billion as of Q4 2025. Shares doubled since then. Expansion plans accelerate with 2025 funding surge, no loans required. After 10x growth last year, this year's figures will be unprecedented and not a fluke. $Western Digital(WDC)$ holds 7.5 million $SanDisk Corp.(SNDK)$ shares, up US$3.8 billion YTD on this stake alone—don't overlo