原文：

原文：
I’ve actually entered positions in many tiny Korean companies recently…

That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies.

It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs, memory, and others that are inflecting due to AI.

I don’t share these names publicly since risks/volatility is enormous.

But one or two going from $40M -> $400m makes the risk/reward worth it for me personally.

翻译：
我最近实际上在许多小型韩国公司建仓……

这些公司积极向 $MU、$SKHY、三星以及类似 $SMTC 的美国公司等供应内存、测试设备等。

在 $30-$250m 规模的光学元件、CPU、内存等因 AI 而出现拐点的领域，发现的东西相当有趣。

我不会公开这些公司名称，因为风险/波动极大。

但有一两只从 $40M -> $400m 的公司，使得对我个人而言风险/回报值得。