I’m still highest conviction on the memory layer of the AI stack. GPUs get the headlines, but HBM/DRAM are becoming the real throughput bottlenecks. Right now the stack feels like: Compute Memory Networking/optical Power $MU still has room if the supply lock-in thesis holds, but I think optical and power infra are the next major rotations once AI scaling hits physical limits instead of compute limits.
planning to buy and recommend Capland intcom T. as I work in construction and confident on their company. Reits is still.yhe most prefer as the continue growth in Singapore property market.