AI concepts are everywhere! Am I betting on the future, or on a pie in the sky someone else has sold me?

In today’s stock market, it seems that any company whose product has anything to do with AI automatically gets a ticket to the future of technology.
But I believe the AI companies truly worth watching should do more than attract attention with hype—they should deliver tangible results.
For example, do their products have real customers? Do their technologies have a competitive moat? Can their business models make money? Is their revenue growth sustainable?
If a company keeps announcing grand visions day after day, but orders and profits remain nowhere in sight, it’s worth being cautious.
Of course, I’m not against technological innovation. On the contrary, companies with real technical strength that can turn innovation into commercial value are certainly worth following over the long term.
But investing can’t rely on imagination alone. After all, dreams can be expensive, and stocks can be even more so.
I want to find technology companies that can actually make money, not story stocks that merely get investors fired up.
What do you think the AI sector should focus on in its next phase: technological breakthroughs, order growth, or profitability?$MU #Gate股票畅聊季