Among the four options, I would lean towards C — Chips and memory. $NVIDIA(NVDA)$ , AMD and MU are essential to AI infrastructure, and increasingly complex AI agents could drive further demand for computing power and HBM. However, I would remain selective because strong industry growth does not mean every stock is attractively valued.
I think AI is entering a new investment phase where investors will focus more on returns than spending. I would rather accumulate quality companies gradually during meaningful pullbacks than chase momentum. Discipline and valuation still matter more than the latest AI hype.
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