Yun Jui Tsai @YunRueiTsai: "@YunRueiTsai 2026 YTD Return: +34.67% $NSDQ100 YTD:17.94% $SPX500..."

Taiwan

@YunRueiTsai 2026 YTD Return: +34.67% $NSDQ100 YTD:17.94% $SPX500 YTD:10.18% Weekly Review: I increased my META position and continue to monitor the memory rebound. Based on the Goldman supply/demand heat map, tightness across the AI supply chain has not disappeared. Key numbers: $DRAM (Roundhill Memory ETF) 2026 like-for-like price: +250–300% DRAM 2026 ASP: +300–350% NAND 2026 like-for-like price: +200–250% NAND 2026 ASP: +250–300% ABF substrate 2026 ASP: +40–45% PCB 2026 ASP: +25–30% CCL 2026 ASP: +45–50% Optical cables 2026 ASP: +20–25% MLCC 2026 ASP: +10–15% These are not small moves. I will continue to monitor the AI memory / storage names: $MU (Micron Technology, Inc.) $WDC (Western Digital Corporation) $STX.US (Seagate Technology PLC) $SNDK (Sandisk Corp/DE) $SIMO (Silicon Motion Technology-ADR) But I also made an important portfolio adjustment this week: I increased my META position. Why? Because the market is starting to question whether AI hardware is overheated. META represents a different way to benefit from AI. It is not just selling hardware. It is using AI to improve ad efficiency, content recommendation, user engagement, and compute monetization. Based on my own valuation model, META has the potential to reach around $900 this year in an upside scenario. It depends on AI improving ad efficiency, cost discipline staying strong, and free cash flow continuing to grow. I am not choosing only AI hardware. And I am not leaving the AI supply chain. I am dividing capital into two areas: First: AI supply chain bottlenecks Memory, storage, CCL, MLCC, optical, and power. Second: AI application and cash-flow platforms Companies like META that can turn AI into revenue and profit. This week’s investing lesson: AI investing is not only about the story. It is about who has pricing power. It is about who can turn demand into profit. It is about who is not only spending on AI, but also earning more from AI. My weekly takeaway: Memory fundamentals remain strong, and I will keep watching whether the rebound continues. I increased my META position because I believe it is one of the most important AI application companies to watch. Next, I am watching three things: 1. Does the memory rebound have volume? 2. Does AI supply chain pricing power continue? 3. Does META keep showing AI’s impact on revenue and profit? $SOXX (iShares Semiconductor ETF ) $SHM (SPDR Nuveen ICE Short Term Municipal Bond ETF) $SKHY (SK hynix Inc ADR) $SKHY.24-7 $OIL $GOLD $META (Meta Platforms Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.