At this stage, ordinary people can only make money in the US stock market by playing it this way!


The real danger is not chasing AI hot topics, but treating all AI hot topics as one thing.
Memory, optical communication, power infrastructure, robotics, advertising algorithms—these all seem to be called AI, but their trading logic is completely different.
Some are about shortages and price increases; some are about order cycles; some are about capital expenditure spillovers; some are about valuation re-evaluations; others are just riding the concept.
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