YK Investment Research
Fundamental analysis & investment theses
6 of 6 tickers
NVDA
3The Inference Inflection, Vera Rubin, and the Agent Revolution
Event Summary17 Mar 2026
GTC keynote summary
GOOGL
Silicon Sovereignty Meets AI Infrastructure Dominance
Big Tech / AI14 Mar 2026
Strong buy · $340-360 target
ASML
Long-Term Fundamental Investment Analysis
Semiconductors14 Mar 2026
Long-term accumulate
MU / SK Hynix / Samsung
The Hidden AI Choke Point — Memory Is the New Compute
Memory / Semiconductors14 Mar 2026
Buy · MU highest conviction
GEV / HWM / BE / CAT
The Grid Bottleneck — Why AI Labs Are Abandoning Grid Power
Energy / Infrastructure14 Mar 2026
GEV & HWM: Strong buy
Humanoid Robotics
The $16,000 Robot — China's Structural Advantage in Physical AI
Robotics / Manufacturing14 Mar 2026
Thematic · pre-IPO watch