I’ve only been away for a few days—how did rumors start going around that I’d been locked up…? I’ll admit I’m a bit of a womanizer; most men are to some extent. But I can still keep my lower half under control…
Enough of that—let’s talk about something serious. The U.S. midterm elections have pretty much wrapped up, and the U.S. is the big winner. The rest of the world loses. It’s only when the waters are muddied that the U.S. can fish more easily. Those who know, know.
Now, about U.S. stocks: they’ve pulled back sharply lately. Some people say they’re finished, that the U.S. has peaked and the AI bubble is starting to burst. Others see this as an opportunity. U.S. stocks have stayed at high levels for years, so a major pullback like this is rare. Everyone judges the market from where they stand, and whether they succeed or fail, they all think they’ve seen the truth.
I’m just an amateur. I’m only using this as an example to make a point. In January 2025, when DeepSeek burst onto the scene, Nvidia—on the other side of the Pacific—took a heavy hit. Over the course of nearly three months, its share price plunged from $150 to $86. Remember what people were saying about Nvidia back then? Feel free to look it up: the negative sentiment was everywhere…
Then, after tariff tensions eased in 2025, Nvidia’s stock soared. By October 2026, it had reached $240, setting a world record as the first publicly traded U.S. company to hit a $5 trillion market cap. It took off.
What I’m trying to say isn’t that everyone should rush to buy the dip. You need to understand the fundamental logic: these major tech companies aren’t done just because their stock falls in the short term. Cyclical fluctuations don’t determine long-term value, especially for companies with real strength and capability.
In my view, this is a major shakeout. To put it simply, it comes down to four words: survival of the fittest. Capable companies will keep thriving, while empty shells without the goods will be eliminated. After all, the AI wave is the Fourth Industrial Revolution. Believe in AI, embrace AI, experience AI—AI isn’t going away.
All we can do is manage risk, avoid acting blindly or getting carried away, and have the courage to get on board. Face your fears, overcome them, and in the end, get the results you want. This is just my personal opinion, of course. Fenglang likes to ramble… don’t mind me 😂
Enough of that—let’s talk about something serious. The U.S. midterm elections have pretty much wrapped up, and the U.S. is the big winner. The rest of the world loses. It’s only when the waters are muddied that the U.S. can fish more easily. Those who know, know.
Now, about U.S. stocks: they’ve pulled back sharply lately. Some people say they’re finished, that the U.S. has peaked and the AI bubble is starting to burst. Others see this as an opportunity. U.S. stocks have stayed at high levels for years, so a major pullback like this is rare. Everyone judges the market from where they stand, and whether they succeed or fail, they all think they’ve seen the truth.
I’m just an amateur. I’m only using this as an example to make a point. In January 2025, when DeepSeek burst onto the scene, Nvidia—on the other side of the Pacific—took a heavy hit. Over the course of nearly three months, its share price plunged from $150 to $86. Remember what people were saying about Nvidia back then? Feel free to look it up: the negative sentiment was everywhere…
Then, after tariff tensions eased in 2025, Nvidia’s stock soared. By October 2026, it had reached $240, setting a world record as the first publicly traded U.S. company to hit a $5 trillion market cap. It took off.
What I’m trying to say isn’t that everyone should rush to buy the dip. You need to understand the fundamental logic: these major tech companies aren’t done just because their stock falls in the short term. Cyclical fluctuations don’t determine long-term value, especially for companies with real strength and capability.
In my view, this is a major shakeout. To put it simply, it comes down to four words: survival of the fittest. Capable companies will keep thriving, while empty shells without the goods will be eliminated. After all, the AI wave is the Fourth Industrial Revolution. Believe in AI, embrace AI, experience AI—AI isn’t going away.
All we can do is manage risk, avoid acting blindly or getting carried away, and have the courage to get on board. Face your fears, overcome them, and in the end, get the results you want. This is just my personal opinion, of course. Fenglang likes to ramble… don’t mind me 😂
