Buy SSNLF by Jul 20, 2027.

Article summary: Market sentiment regarding the semiconductor sector quickly reversed following initial shocks caused by the Chinese AI model ‘Kimi K3.’ Shares of Samsung Electronics and SK Hynix rebounded within a day after Moonshot AI temporarily suspended new subscriptions due to severe computing shortages. Investors interpreted this bottleneck as a real-world example of the Jevons paradox, realizing that cheaper and more efficient AI models will ultimately skyrocket user demand and escalate the need for infrastructure rather than reducing it. Financial …