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Tuesday's US stocks still continue to rise
They will keep rising until the end of the year
Storage and everything in Nvidia's supply chain are all rising
The logic is very simple
Humans currently cannot answer the following two questions
1. How much economic value has AI generated at this stage?
Increased productivity, humans are unemployed
Everyone has no wages, mortgage payments collapse
Or is it a repeat of the steam engine, deflation, and humans taking off?
Answer: I don't know, it's just because I don't know
So the AI industry’s US stocks will continue to rise
Now all employees at major companies
Are using Claude Code and CodeX
What exactly has AI brought to enterprises?
I don't know
Everyone has a free quota of several tens of thousands of dollars
But there is no definitive answer
2. How much money can OpenAI and Anthropic make, and how is valuation calculated? What is Nvidia’s upper limit?
In other words, what is the real demand for computing power?
Answer: I don't know
Now everyone is working for Nvidia
People are unemployed, enterprise efficiency has improved
But over 60% of all the money is earned by Nvidia
The biggest share in a single card is Nvidia
Big company employees will be eliminated without AI
Newcomers don’t know how to use it, can't pass interviews
But data centers are limited by electricity
Not all orders and computing demands are real
How long can this valuation and profit game last?
Answer, I don't know
When humans and AI can directly answer
These two questions
And experts start analyzing on the internet
Remember to run away two months in advance
Before that,
You must consider whether this is the only opportunity in your life
Put all your net worth into it
Our hands must not tremble