🚀 BTC opportunity is here! I remain firmly bullish on BTC, and at this level I choose to keep building my position. When the market truly accelerates, it often doesn’t leave much time for hesitation. If you’re also optimistic about what comes next for BTC, you can start paying attention to your entry position now.
AI stocks have already surged so much— is it still too late to chase Nvidia?
My own view is that this AI rally may not be over yet, but what’s truly worth paying attention to next isn’t necessarily only Nvidia.
Nvidia’s latest quarterly revenue has reached $96.2 billion, up 106% year over year. Data center revenue was $89.0 billion, up 117%.
What this makes me focus on isn’t “how much more Nvidia can rise,” but another question:
With such massive AI compute capacity investment, what’s needed is definitely not only GPUs.
As AI model sizes continue to expand, behind the scenes you also need high-speed networking, optical communications, storage, servers, power, cooling, and data centers.
So rather than simply chasing the most popular AI leader, I’m more focused on opportunities for the AI industry chain to expand outward.
I’m mainly watching a few directions:
① Chips and compute: NVDA, AMD These are the core infrastructure of AI, and market attention on this line is already extremely high.
② Networking and connectivity: AVGO, ANET As there are more and more GPUs, how to let a large number of chips exchange data at high speed is just as important.
③ Storage: MU With training and inference growing in scale, demand for high-speed storage and memory may continue to increase.
④ Data centers, power, and cooling: VRT, etc. This is the area I’m more interested in. In the future, if AI data centers keep expanding, power supply, cooling, and supporting infrastructure could become new bottlenecks.
So I remain relatively optimistic about AI, but I won’t blindly chase after a rise in AI stocks.
Instead of trying to guess how much the next stock will go up, I’d rather observe one change:
When everyone is focused on “the ones that sell GPUs,” will the next phase of opportunities gradually shift toward companies that “sell shovels” to AI data centers?
Of course, the risks are also clear. If AI companies’ capital expenditures start to decline, or if current market expectations for AI growth are too high, these supply-chain companies could also see significant volatility.
If you were to reposition for AI today, which one would you choose?
GPU 🆚 Storage 🆚 Optical communications 🆚 Data centers/power
Right now, I’m more focused on the latter three directions.
There’s no more room in my balance for me to talk about dreams.
From thinking about making money, to thinking about breaking even, and now opening my account—there’s only a balance left that’s almost meaningless.
The market moves, and I can see it. Opportunities appear, and I can see them too. But I don’t have any chips left.
I’m shamelessly asking for a little support—if any friends are willing to send a small red envelope, even just a bit, it would be hope for me to start over again.🙏
How am I supposed to come back from this? Open Binance and look at the balance in my account—I suddenly don’t know what to say.
I used to always think there was still a chance, the next one, and that I could still turn it around. Until the numbers kept going down bit by bit, I realized the hardest part isn’t how much I lost—it’s that now I don’t even have the pieces to make a comeback.
The market is still moving, and opportunities are still showing up. It just feels like… none of them have anything to do with me anymore.