Looking at the trends in the CPU market, I realize that having an early understanding can sometimes lead to pitfalls. In the coming days, various voices will appear in turn, but my core logic has always been very clear:

Either not believing at all, or believing early and believing strongly. Once you miss the window period, it becomes very difficult to achieve good returns by chasing the trend.

By the end of last year, insiders in the industry already knew this well. When everyone gradually built up 70-80% of their positions, those later voices only arrived belatedly—this is the reality of information flow.

I want to ask an interesting question: same industry chain voices, why do some companies' statements get directly believed, while people hesitate over financial report data—especially those Q4 reports that explicitly point out CPU shortages? This selective trust logic is indeed quite intriguing. The market is always like this; whoever's information arrives early, whoever is in a better position.