AI + Energy + Consumption, how long can the three horses still run? Don't ignore the pressure of lifting restrictions

BitMine Chairman Tom Lee stated that the fundamentals of the U.S. stock market remain healthy, with AI dominance, energy independence, and consumer resilience as advantages, and there may still be room for growth by the end of the year. IPOs of companies like OpenAI and SpaceX will generate trillions of dollars in wealth effects and stimulate consumption, but unlocking shares will increase supply pressure. AI and semiconductors are not yet in a bubble, with strong demand and tight supply. In the future, attention should be paid to uncertainties in mid-term elections, oil inventory liquidation, and supply shocks caused by later unlockings.