1、 The market situation in the past year or two may make it difficult for many old leeks to understand: Why is the rebound of the big cake so weak when the US stock market is so good? Google and Flash have both skyrocketed, and Microsoft's financial report is so good, why is it suspected of entering a bear market? Why haven't securities firms taken off in the bull market of the stock market, but instead have been so weak? In essence, there is only one sentence. Currently, funds in the market only recognize AI and operate within the AI community. Those who are not related to AI, weakly related to it, or lagging behind are looked down upon by even a glance at by funds; AI is the trend, and these companies strongly related to the AI track are the pigs on the trend. 2、 Cerebras Systems is about to go public. Many players may not have heard of this company (expected to be priced after May 13th Eastern Time and officially listed on May 14th). What company is this? His most core innovation is the wafer level engine - directly turning a whole silicon wafer (the size of a plate) into a super large AI processor, instead of the stamp sized small chips of traditional GPUs. The previous tradition was a GPU cluster, while others were a whole; The amazing thing is that this entire AI processor is specifically designed to optimize AI training and inference. The official claims that it is many times faster than GPU clusters in the same scenario, making it particularly suitable for intelligent agents/AI applications that require "fast thinking". It is one of the main competitors of Nvidia in the field of AI high-speed inference. 3、 And in the past few days, the IPO price of Cerebras Systems has risen to $150-160 (previously around $100). Many people I know are in the cryptocurrency industry, and large amounts of funds cannot be smoothly switched between inside and outside the wall, resulting in many opportunities in the AI field that have already been captured by cognition being missed out on, such as the early Nvidia and the most popular flash combination in recent times; But now, with the efforts of various exchanges, we native cryptocurrency enthusiasts can also play on the US stock market, including on chain tokens, price difference contracts, and even IPOs. @MSX_CN was one of the earliest exchanges to deploy RWA tokens in the US stock market, and Cerebras Systems was also one of the first Pre IPO projects of MSX. The first batch of participating users of MSX had a buying price of only $100.35 at that time, as early as March this year. ： https://(msx.com)/? code=ZWUm53 4、 Doubting the market, understanding AI, and being impressed by AI has been my psychological journey from last year to this year. Why is there no market rotation? Understanding AI is the most powerful track, and then buying Micron for less than 400 yuan, eating 10%, getting off the car, and then being promoted again; When the market does not follow the old logic of the past (sector rotation), I hope that next time what I need to do is not to question the market (WHY), but to find ways to quickly understand it (WHY); The past cycle of the cryptocurrency market (without any knockoff season) has actually prepared a sample for us in advance. We hope that when we have the opportunity to play in the US stock market, we will not repeat the losses we have suffered in the cryptocurrency market (only AI).