Looking at the current AI bubble from another perspective:

In 2023, I bought two SK Hynix memory modules for 940 yuan.
Now, they can be sold on Xianyu for around 4,000-5,000 yuan.
The same model on JD.com costs nearly 7,000 yuan.
That’s a sevenfold increase in just two years.
All of this is thanks to AI.
The biggest beneficiaries of this round are companies like SK Hynix.
Do you think this bubble is big or small?
If there’s really an opportunity, slightly puncturing the bubble might also be an epic-level opportunity.