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Dan Bin's latest portfolio has shifted from buying AI leaders to upgrading to the AI industry chain. Google: 21.00% Intel: 14.92% NVIDIA: 12.97% SanDisk: 10.08% Micron: 10.26% AMD: 7.96% Marvell: 7.76% SK Hynix: 4.33% TSMC: 3.68% Arm: 3.52% Additionally, there are small holdings in Broadcom, Lumentum, and Amazon. Looking at his portfolio changes, it’s clear he’s following industry trends, essentially a “buying high” strategy in line with the trend.