Computing power, semiconductors, and devices dominate the landscape. After all, we are still in the early stages of artificial intelligence.However, in the long run, these are all foundational infrastructures. Ultimately, at the pinnacle of the pyramid will be the entry points. Application entry points. Terminal entry points. As for software applications, our agents are likely to emerge from the current internet giants. They become our life agents by mastering various data from our consumption, lifestyle, and actions, understanding our needs, and centralizing human demands.The hardware entry points are likely to come from our consumer electronics giants. They control our entry points through smart terminals such as home appliances, smartphones, smart wearables, cars, and humanoid robots.This has been the underlying and ultimate thinking I have consistently adhered to over the past six months. This is also the reason why we have allocated more than half of our positions to leading consumer electronics hardware and internet giants. The era of artificial intelligence is tailor-made for them. Although in the early stages, the most eye-catching are the core companies and supply chains related to computing power.