If you understand Ai I think you're great Your earnings should be very high during this period But using this as a way to boast that others are old Deng and show their superiority It's actually unnecessary I have not only bought Nvidia, but most likely it is cheaper than what you bought Also the earliest to publicly call out Nvidia, it will exceed one trillion It will surpass Apple to become the top market value But I did sell call stocks for over 1 trillion yuan and sell off the main stock This doesn't mean I haven't earned Ai's money https://(weibo.com)/2867319202/4882820605153188 Subsequently, TSMC AMD and Intel's positions have been profitable But my large position is in tsla qqq crcl I haven't really outperformed the Ai sector during this period This is my insufficient ability range But it can't be said that we haven't had the Ai dividend at all I also have insights My own cognition is not the strongest The yield is not the highest either I can only play cards within my own cognitive range well But this doesn't violate my investment system Crocodiles should obediently catch those near the water Cheetahs catch and run on land The cost of exceeding the norm is enormous I look at EV, valuation, and growth High winning rate and high odds are rare and will lead to heavy positions I will also hold on to those with high win rates, medium to high odds Those with low win rates and high odds will also place light bets But I will never touch someone with a low win rate and low odds