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I've been playing the US stock market for over a month, and the most common voice I hear is the crypto circle shouting about a big bubble burst in the US stock market and being bearish.
Sometimes this has affected me before, after all, I bought Micron at 640 chasing the high, and later sold most at 700... also afraid of a crash.
Even this time, I fully loaded to bottom fish in US stocks, and many people don't understand why I buy at such high prices.
When I see the AI trend and the US stock cycle clearly, I think these people are a bit PTSD; they will miss the entire AI bull market, while I dare to go all-in on storage + chips + optics.
The world's smartest brains borrowing money to go all-in on AI.
China's 2 trillion yuan AI infrastructure.
Are these bearish people, then, any smarter?