Recently, many industries have suffered consecutive sharp declines due to the evolution of AI. This has resulted in very few stocks rising and a huge number falling. Software stocks were hit hard a few days ago, and logistics stocks were hit hard yesterday. But we should be thinking more deeply about what AI is indispensable for. High-end chip manufacturers? TSMC and Samsung. High-end memory manufacturers? Samsung, Micron, SanDisk, and Hynix. These two have extremely high moats and are unshakeable. Industries without moats but likely to rely on AI expansion include: Electricity: copper for power construction, tungsten ore for nuclear power plants, and transformers for transmission equipment. The future belongs to AI; every penny invested that doesn't go into AI-related sectors is a waste. If you're afraid of risk, then stay in low-risk, high-moat sectors. You might earn less, but you'll sleep soundly and eat well. That's why I envy SanDisk and Kioxia, but I still stay in the Korean stock index; I can't let Korea be destroyed, can I? 😂