AllDayLong

【How Far Can the AI Infrastructure Bull Market Go? It Depends on Three Points!】
1. Where does the AI infrastructure bull come from?
Have you ever wondered, what's the difference between buying an NVIDIA graphics card and participating in the largest military competition in human history?
Answer: No difference.
The essence of AI infrastructure is a "computing power arms race"—whoever has more computing power first can train stronger models, attract more users, and earn more advertising and cloud revenue. In this race, infrastructure "sellers" like NVIDIA, TSMC, Micron, SK Hynix, and power compa

1. Where does the AI infrastructure boom come from?
Have you ever thought about what the difference is between buying an NVIDIA graphics card and participating in the largest arms race in human history?
Answer: No difference.
The essence of AI infrastructure is a "computing power arms race"—whoever has more computing power first can train stronger models, attract more users, and earn more advertising and cloud revenue. In this race, infrastructure "sellers" like NVIDIA, TSMC, Micron, SK Hynix, and power companies are guaranteed profits regardless.
The main players in this war are four

Painful,
Struggle,
And then,
Die [Wang Chai]
A blood-stained chip, isn't the bloody smell enough?
Big brothers sell very decisively, very steady
Helping the old lady down the stairs
Existing funds are in extreme struggle
Turn left towards AI
Still hold onto BTC?

Elon Musk is anxiously packing the losing XAI into SpaceX
After Anthropic launched its IPO, OPENAI couldn't sit still either
A bunch of AI startups are lining up for IPOs in Hong Kong stocks
Big A, Changjiang and Changxin, two giants, are also going public
The AI upstream and downstream are all getting excited
Will this fire burn brighter and brighter this year
Or will it surge and bloom?
#AI

AI is devouring the whole world
Learn AI, use AI
It's only possible to say you're immersing yourself in the game,
Being in this mountain can only be considered entering the dimension
Elevate the dimension and look again
It's monopolized by giants, it's the rise of elites,
It's the high-end manufacturing industry with decades of moat standing on the pyramid, sucking blood~
How can ordinary people break into AI
A few months ago, AI short dramas still had opportunities to get rich,
Now countless followers have been pushed out~
Are you anxious?
As a deep participant in crypto

AI is killing KOLs
Especially fake KOLs
With AI,
Everyone can quickly become knowledgeable in everything!
For example, stock trading,
You can quickly use AI to gather the leading companies in various sectors and give a general overview~
What is truly lacking is no longer initial understanding,
But higher-dimensional insights!
Insights only require a few simple sentences,
Long-winded talk can be directly unfollowed.
As the saying goes,
A true teaching can be conveyed in a single sentence, while false teachings spread through thousands of volumes~

"Is Cryptocurrency Still Viable?"
Is crypto no longer viable?
But it has already entered the global capital's view and become one of the mainstream asset allocations!
Can crypto still work?
But for old-school crypto,
Crypto has fallen from faith to an asset, and can only be one of the allocations,
Hard to go all in!
Bitcoin still has expectations, but a single tree cannot support the forest,
Counterfeit projects quietly die, wealth creation effects are gone,
MEME has drained the last passion,
Now only contracts are leading the remaining gambling dogs!
If crypto is no longer viable, then what i

Two live snapping turtles fighting in the pond
And still thinking that winning means you’re the boss
Little do they know—fish and shrimp are already headed out to sea
Under the AI giant wave
Even having a “side-seat” for encryption is a blessing the circle folks get
Exchanges are now at a critical turning point—yet they’re still busy brawling
Still acting like they’re in those past dragon-and-tiger battles from a little ditch
Keep shorting certain An coins
Besides the spilled-over information pollution
Honestly—couldn’t care less about chewing on this rotten melon
Is AI’s i

I’ve been trading crypto for so long, and what I’ve been thinking about and remembering is this:
It’s always tenfold, a hundredfold.
Trading stocks is still affected, too.
There are opportunities of dozens of times—
For example, last year, storage and optical module stocks each had dozens of times.
But the pace is very different from the crypto scene.
More often, it’s about being a friend of time.
The stock market is bigger, and the ways to play different stocks are also very different.
Some require you to be decisive and trade the swings, and some require long-term holding.