It is clear now, the AI stocks in big A for the next decade are a blessing for the poor to turn their fortunes!

It feels quite similar to the cryptocurrency circle from 10 years ago:

1. There are many retail investors, a lot of hot money, and a lot of foolish money

2. Everyone is dreaming of a revolution: technological revolution/blockchain revolution

3. Listed companies are also excited, trying to grasp AI tightly

4. The money of ordinary people is declining, without investing in real estate, the only option is stocks

5. Young people face challenges; employment pressure and layoffs push people to gamble, as seen in South Korea.

The only thing to note is that there will be many large rises and falls that deviate from fundamentals, so entering the market after a significant drop and holding for a longer time might be a good strategy.

As for the comparison between American AI stocks and Chinese ones, from the perspective of profitability and PE valuation, the top concepts in the U.S. stock market only have a PE of 10-30 times, which is clearly more rational and suitable as a base.

Think about how the cryptocurrency circle operated ten years ago? The base must be established, which is BTC, with no alternatives. But should we play IPOs, should we engage with VC coins, should we play MEMEs?

The cryptocurrency circle had wealthy opportunities in 2017, 2021, and 2026, where no one looked at PE, but today everyone focuses on HYPE, looking at PE, looking at buybacks; this market has matured, which also means fewer opportunities.

So, when viewing U.S. stocks as BTC, A-shares also have ETH and SOL, many long-term quality assets, but there are also some exorbitantly valued "VC coins," which is essentially the same thing.

There is nothing new in the speculative market.

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