"Embracing the Bubble Is the Absolute Safety Margin of This Era"

Currently, tech stocks are not at low levels; jumping in now, does that count as buying at a high?
Many people have a fatal misunderstanding of value investing, thinking that buying deeply discounted bargains is true value investing. But in a disruptive super era, only value plus high growth is genuine investment.
In professional terms, you should look at PEG, not just stare at the static PE.
When we face an unprecedented technological singularity, many seemingly overvalued hard assets are actually digesting current premiums with the certainty of the future.
Whether it's the construction of core computing clusters domestically or those semiconductor giants constantly breaking through at the foundational level, the infrastructure demand driven by AI is unprecedented.
In the past, semiconductors and storage were cyclical industries that would surge for two or three years before crashing, but now, due to the black hole effect of AI computing power, this cycle is being extended into a prolonged weak cycle.
Using old-era metrics, you can't measure the map of the new era.
What you think is high is just a stage hill; from a ten-year perspective, it's still at the foot of the mountain.
Many people focus daily on market fluctuations—today a certain KOL is bearish, tomorrow a Middle Eastern conflict intensifies, scaring them into quickly clearing their positions.
Since this is confirmed as a great era, it won't end hastily within three or five years.
Looking back, the PC internet era lasted ten years, and mobile internet thirteen years. AI's disruptive power far exceeds the previous two; the former only reshaped information and consumption, but AI aims to reshape productivity across all industries!
Such a large cycle, at least starting from ten years.
From the explosion of computing power to now, only a few years have passed—why think it's already over?
On this long, thick snow track, the biggest risk isn't being trapped but being left behind.
Many always want to swing trade, thinking that after a big rise, a correction will come, and they'll buy back at the dip. But reality is, it only slightly retests and then speeds away, leaving you unable to find a psychological entry point, ultimately missing the entire era.
Investing is like a general marching—don't chase after the little rabbits jumping out of the grass nearby.
Grasping the main line of the era is the only way for ordinary people to counterattack.
The domestic market is extremely prone to emotional polarization.
As long as the underlying logic of this bull market remains intact, every irrational panic crash is an opportunity to buy—overcoming the instinct to avoid buying during big drops.
When market sentiment hits rock bottom, everyone is cursing, and trading volume is extremely thin, that's the perfect moment to strike.
Human nature is to seek profit and avoid harm; seeing screens full of red, the first reaction is to run.
But if you believe AI is the national destiny and the beta of the era for the next decade, why not buy those high-quality core assets when they fall?
If you've prepared some funds and are afraid during a big drop, hesitant to go all-in, then buy one-tenth.
If you're still scared, buy one percent.
You can buy less, but you must overcome that fear through real trades, building muscle memory for contrarian buying in panic.
For ordinary people, if you really can't tell whether to buy optical modules or liquid-cooled servers in the industry chain, the simplest way to win is to regularly invest in domestic broad-based tech ETFs or semiconductor ETFs.
Extend your cycle as your belief, using time to smooth out short-term volatility.
Opportunities always favor those who stay at the table continuously and are willing to keep evolving.
Don't miss this great era—give it your all!