AI is transforming mental labor, while physical AI is revolutionizing physical labor. Storage determines AI's efficiency, and robots determine AI's implementation. That's why I’ve never understood people who short storage in the long term. If you think the price is high, you can reduce your position or wait for a pullback to buy again. But shorting storage long-term is essentially betting that the AI trend is over. I think the opposite—I firmly believe the future lies in physical AI. GPUs handle computation, HBM handles data transfer. Without storage, even the most powerful AI can't run. The development of robots, autonomous driving, and smart manufacturing will only continue to drive demand for high-performance storage. My investment strategy is simple: don’t chase highs, buy in batches during pullbacks, and buy boldly during crashes. I only recommend the two most stable stocks in my tweets. SK Hynix (SKHY) is the undisputed global leader in HBM and the core beneficiary of AI storage. Currently at $142.7. Tesla (TSLA) is no longer just a car company. Its pure vision-based FSD autonomous driving is essentially robotics. Plus, its two major U.S. factories are simultaneously advancing humanoid robot manufacturing. Currently at $322.