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Today $SPCX surged sharply, and I suddenly thought of a question
We have now reached a stage where several of the world's biggest AI KOLs are simultaneously calling signals:
Nvidia's Jensen Huang took a trip to South Korea, and the Hynix supply chain directly took off;
Masayoshi Son continues to go all-in on AI infrastructure;
Ultraman talks about AGI every day;
Zuckerberg is frantically buying graphics cards and competing for talent;
Elon Musk has called for a trillion-dollar-level computing power demand.
Meanwhile, most currencies in Asia outside China continue to depreciate, with the Indonesian rupiah approaching historic lows.
Global funds seem to be making the same trade:
Sell local currency assets → buy US dollars → buy AI.
I have to admit, these few American AI companies are great.
But after the top global KOLs have all finished calling signals,
Who will take over and tell the next story?