$AIO The AI Agent sector is indeed booming right now—at the GTC conference, NVIDIA asserted that the agentic AI era has arrived. Jensen Huang’s industry judgment was that “Tokens are assets.” At the WAIC conference, agents became the absolute protagonists, and the industry is moving from concept validation toward commercial deployment. But the narrative about the sector ≠ the value of any given project. As AIO is a low-market-cap token within this sector, its rise is driven more by emotion spillover than by improvements in fundamentals