Perhaps recent negative news in AI and semiconductors is accumulating. The weekend Nvidia's refusal to invest in OpenAI will further ferment. In a world where change is faster than ever, the half-life of old experiences is getting shorter and shorter. Predictions from three months ago now seem like a different era. But regardless of technical routes or portfolio management, they remain forward-looking and effective. Who among the current bloggers dares to look at their own so-called "guru performance," is it harvesting the chives or harvesting themselves? Even top investment banks would find it quite laughable.