$Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ Equal weights on big three or ....
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$Adobe (ADBE.US)$ AI is the main competition. Adobe have potential to do more. But it need to find a balance. Some want more control some want to do less.
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$XIAOMI-W (01810.HK)$ future prospect. AI and IoT. EV. Compare to Apple and Samsung still Xiaomi.
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$MIXUE GROUP (02097.HK)$ around 45,000 stores in China and southeast Asian, Australia. Coffee, Tea and ice cream.
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