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Serenity stated on the X platform that the CEO of Micron Technology predicts humanoid robots will drive a decades-long cycle of storage demand, with each robot requiring about 10 times the memory of an L2+ level autonomous vehicle. The demand wave is expected to begin before the end of this decade. The CEO of Micron Technology mentioned that increased value of on-device AI and the need for device upgrades will fuel growth in the storage market. Serenity pointed out that the Chairman of TSMC, Elon Musk, and the CEO of Micron Technology all see humanoid robots as the next major trend, and physical AI is considered the next stage of AI development.

In his dealings with SK Hynix, he also sold too early. He admits this was a major mistake in his investment career. As the industry eliminated over 20 manufacturers, leaving Samsung, SK Hynix, and Micron as the three leading players, storage has become a highly competitive sector with extremely high barriers to entry. Combined with the explosive demand driven by AI, he believes the industry's dividends are just beginning, yet he exited too early and missed out on the subsequent bull market.

Golden Finance June 25｜ Truist has lowered the target price of EQT Energy from $74 to $65, maintaining its "Buy" rating.