Sun Yuchen's 2026 investment strategy: laying out the future ten years in advance. In 2016, he advised young people not to buy houses or cars, but to prioritize Bitcoin, NVIDIA, and Tesla, with NVIDIA's stock soaring by 24,000% over ten years. By the end of 2025, he re-evaluated the market, noting a short-term chip shortage, a long-term energy shortage, and an ongoing storage shortage. This time, he is particularly optimistic about four major physical AI tracks: embodied intelligence, drones, spatial computing, and space exploration.

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