The massive oversubscription of SK Hynix’s IPO isn’t just a financial headline. It is a signal that we have moved past the era of commoditized memory and into an era of "AI-essential" infrastructure. The DRAM market is no longer just tracking the cyclical ups and downs of PC and smartphone shipments. It has become the primary bottleneck for the global AI supercycle. By prioritizing high-bandwidth memory (HBM) for data centers, manufacturers have essentially engineered a structural, long-term scarcity for the rest of the consumer electronics world. We are watching the "memory-first" economy solidify, a reality where the true cost of intelligence is measured in the bits and gates of a silicon wafer that is increasingly hard to find.

$PING AN(02318)$China Ping An hasa healthy book and assets and this shoud continue as long as China market remains resilient 

$Apple(AAPL)$Think it won't go further much with its limited innovation and recession risk that might hamper consumer spending 

$BNB Plus Corp(BNBX)$ ???

$Alibaba(BABA)$This counter has potential one since I started looking at alibaba they have always been showing resilient growth and the growth areas are pretty healthy

$Alibaba(BABA)$This will reverse upwards very soon once more regulatory clarity and covid policy given 

$Sea Ltd(SE)$ i believe the online shopping landscape is maturing and consolidating but it is here to stay and continue growing organically.

$Futu Holdings Limited(FUTU)$Futu will continue its growth trajectory with no frillstrading strategy

$MEITUAN-W(03690)$  Meituan has potential with its leading market position in its super app e-services, current downtrend due to dampening Chinese consumer spending should be temporary until the govt injects fresh stimulus