I've really been blown away by the rise of AI stocks lately. It seems like anything related to AI is skyrocketing. Advanced Micro Devices (AMD) shot up from 190 to 415 in just 22 trading days, Intel (INTC) jumped from 45 to 111, and the Nasdaq 100 (QQQ) surged from 555 to 692, continuously setting new all-time highs.

Right now, a lot of blockchain communities are barely discussing coins or projects; they're all about US stocks, especially AI stocks. Some paid US stock groups I'm in are buzzing with activity, with thousands of messages flying around. It really feels like AI stocks in the US are taking over the conversation globally. Could this be a peak moment?

On a personal note, my main position in US stocks is heavily in CRCL. At today's price of 117, I'm sitting on a floating gain of 31%. This one's for the long haul, at least 5 years. I also allocated a small chunk of my funds to Tesla, targeting the SpaceX listing in June, and that's currently yielding a floating gain of about 3%.

I took a look at my watchlist for US AI stocks, mainly focusing on Google (GOOGL), Advanced Micro Devices (AMD), Intel (INTC), and OKLO. These are on my radar, but I haven't built any positions yet. Currently, aside from OKLR, the rest are hitting new highs regularly.

I've been seeing a lot of chatter in the community about getting involved in various projects on the blockchain, which requires some serious research. In comparison, getting into US stocks—especially AI stocks—seems like you just buy in and ride the wave. It might sound like a joke, but it really feels that way. Unfortunately, I haven't been able to build a position yet, but given my personality, I'm also a bit hesitant to go all in right now. It feels like we're already in a hype phase.