Waking up from a sleep, a streaming genius emerged from the sect.

For a time, the usual investment groups, U.S. stock bloggers, and cryptocurrency KOLs seem to have lost interest in investments—no one is discussing rises and falls, no one is talking about Nvidia's trends, no one is discussing AI narratives, all have turned to the astonishing gossip about Brother Sun and Jing Tian.

However, while indulging in gossip, investors might actually learn something that can improve their own investment skills from this situation.

A comment from cryptocurrency mogul Yi Lihua was quite clever: "Jing Tian's biggest problem is that she has not learned how to invest; she has always been in a trading mindset, paying on the spot for goods, yet she wants to raise prices. If she had learned the investment mindset, had children with Brother Sun first, and had as many as possible, then when the time comes, not to mention $50 million, even $500 million would not be a problem; the children would also inherit assets worth hundreds of billions. Whether star or ordinary person, learning to enhance one’s understanding is true wealth; short-term trading will never be enduring, and trend investing is the way to go."

The language may be crude, but the reasoning is not. At this particular moment, applying this "investment mindset" to the current U.S. stock market might just shed light on some previously unclear issues.

1. What exactly is the current situation in the U.S. stock market?

Let’s look at the macro picture. The pressure from U.S. debt has recently created substantive drag—except for a few hot stocks like Nvidia, the overall U.S. stock market has been suppressed lately. At the same time, the trading narrative of "de-dollarization" has risen in intensity: gold prices have risen over 10% in the last month, and Bitcoin has surged over 20% in the past week.

Next, let’s consider the AI storyline. Uncertainty is noticeably rising. Previously, star stocks like SK Hynix, SanDisk, and Micron encountered halving from high positions, and now they have bounced back to an indecisive high.

Those who are bearish, such as Dalio, openly warn of an AI bubble. Meanwhile, the bullish side has support from the industrial front—SK Hynix CEO Kwak Noh-Jung just stated: the global memory chip shortage is expected to last until the end of 2030, with low risks of oversupply. He further pointed out that in the AI era, memory chips are no longer just "commodities"; currently, there are no signs of oversupply or industry recession, and demand from AI clients remains strong.

2. Both sides have their reasons, and the result is: trillion-dollar giants fluctuate like meme coins

When there is serious disagreement between bulls and bears, and both sides seem to have valid arguments, the market enters a special state: it increasingly relies on company earnings reports or important speeches to substantiate predictions for the future.

The consequence is that a favorable earnings report or an exciting conference call can often ignite the market in the short term, causing market behemoths with market values reaching trillions to fluctuate as if they were meme coins.

The best example occurred this morning: Nvidia announced a favorable earnings report yesterday, combined with Jensen Huang's "AI inflection point theory," ultimately causing Nvidia to soar nearly 9%. A company with a market value of tens of trillions fluctuates entirely based on a speech—this is not the madness of an individual, but rather the structure of the entire market.

3. Switching to an investment mindset clarifies the answer

However, if we abandon short-term trading thinking and stop focusing on buying low and selling high, instead adopting an investment mindset to re-examine this situation, a different answer might emerge.

Increased uncertainty in AI narratives, and difficulty in judging short-term rises and falls? Then it might be better to buy into those long-term investments linked to the AI narrative, suitable for long-term holding. For instance, Google, which we have introduced multiple times and which even Buffett continues to increase his holdings in, is one dynamic worth focusing on under these market conditions.

Is the devaluation of the dollar a long-term unchanging narrative? Then appropriate allocations to gold and Bitcoin can serve as long-term hedges—recently, both types of assets have surged over 10% and 20%, indicating that the market is putting real money on the ballot.

Trading minds focus on next week's fluctuations, while investment minds bet on the direction of the next decade. If Jing Tian had understood this earlier, she wouldn’t have gone for price hikes.

4. In conclusion

Ultimately, what one learns from the gossip is the same principle: whether in relationships or investments, short-term haggling can never win against long-term value binding.

And now, to achieve the long-term allocations mentioned above, you don't need to run around like Brother Sun chasing after elusive happiness—flying to distant Africa one moment, rushing to Hong Kong in the East the next. Through the BIT brokerage platform, U.S. stocks, gold, and Bitcoin can be allocated in a one-stop manner, convenient and fast. Moreover, you can use the options buying feature to insure your investments against risks during major declines— even Brother Sun couldn’t cut you out. Short-term trading cannot last, and trend investing is the true path. The gossip will eventually end, but this principle is worth holding onto.


Disclaimer: This article is written by a third-party author for informational and educational reference only, and does not represent the views, positions, or investment advice of BIT or its affiliates. The market views, individual stocks, digital assets, investment strategies, and related analyses mentioned in this article are purely personal opinions of the author and do not constitute any form of investment, financial, trading, legal, or tax advice, nor do they constitute an offer, solicitation, or recommendation for any asset or financial product.

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