Two different types of projects in the AI track are showing clear differentiation. FET and RENDER, with lower FDV and market cap bases, demonstrate sharper technical performance and have recently shown relatively strong momentum. In contrast, TAO and WLD, although well-known, already have large FDV sizes and face significant token release pressures. Once these projects gain market recognition and experience an increase, they may actually become good shorting opportunities—high valuation combined with high selling pressure often tips the balance of risk and reward.