Investing in any AI asset now, the cycle is the only thing you don't need to consider.

Because no one truly understands it. If any one link breaks, everything else will follow.
You only need to know which process is increasing in price, and which process has supply and demand imbalances.
Then, there will be many sectors or upstream and downstream industries in the market that meet these conditions.
At this point, you should look at the difficulty of expanding production and the pace of major participants' expansion.
If the expansion is difficult or will have to wait until 2028, then buy.
You don't even need to understand exactly what that company is doing.
All these factors mentioned above, even the most basic AI can handle.
So where's the difficulty? The difficulty lies in whether you truly believe in the expansion difficulty you’ve identified, and the supply-demand imbalance you’ve found.
These are things AI cannot provide for you; they are felt through reviewing countless financial reports and listening to numerous conference calls.