I just flipped through the AI stocks one more time, and my mind’s basically fried.
The few in the front row are now in this state:
Up—everyone online says they understood it all along
Down—everyone online says the bubble finally burst
Lately I’ve just started looking at the back row.
Power, liquid cooling, storage, data centers, AI applications…
Some companies already have orders coming in, yet their stock prices still look like they’re thinking, “How is this any of my business?”
That’s the most annoying.
If you don’t look at it, it quietly keeps rising.
If you look at it, it starts going sideways.
If you chase it, it immediately teaches you what “long-termism” really means.
But I feel like this round of AI still isn’t over—it’s just that the main characters are starting to rotate shifts.
Which one are you most hoping to lay in positions for right now?
Pick one in the comments and let’s see who ends up becoming the “King of the Bag Holder” 😂
#AI股持续上涨还有哪些投资机会 $AAPL.US $GOOGL.US $NVDA.US