In the AI era, as information becomes increasingly transparent

Participants in the game can now be assumed to be AI agents
My personal summarized intuitive observations
1. Nowadays, most scenarios in the entire investment market
Will turn into negative EV betting environments
Fundamental analysis
Or news arbitrage windows are shrinking to milliseconds
2. The speed of consensus formation
Is hundreds to thousands of times faster than the so-called value investing guidance in the past
Prices almost immediately reflect all public/accessible information
3. Making conditional expectations is very important
That is, enhancing the edge of participation in all opportunities
In plain language, it means
I only participate in positive EV situations where I have an advantage
That is, my own non-standard advantages and unique insights
I basically do not refer to anyone else's strategies
Reducing betting frequency and raising entry standards…
The era of intense competition has already passed because of extreme internal competition
Welcome to the new era, starting precisely from 2026