Today I went to Huaqiangbei to chat with friends and found that AI is really crazy. Recently, these hoarders have produced six billionaires in the past two months, mainly those who hoard memory chips and sell servers! In the first two months, the B300 server was priced at 3.7 million RMB in Shenzhen Free Trade Zone, but now it has been hyped up to over 10 million RMB, and it is really exaggerated to have to settle cash and spot goods on the same day! They are just like the merchants who bought gold and silver in Shuibetun at the beginning of the year, charging a price every day and getting extremely excited! After strolling around Huaqiangbei, I always feel like there's something wrong. The market seems a bit crazy and overwhelming! I quickly checked the recent sales of executives from listed companies when I came back, such as The picture is also selling wildly! Let AI read the data of the image ， The summary is as follows: Total reduction amount: The cumulative reduction/proposed reduction amount in the sample data is approximately $6745 million. AI core enterprise cash out: The cumulative amount reached $3259 million, accounting for 48.3% of the total reduction scale. Traditional/non AI enterprise cash out: The cumulative amount is approximately $3.486 billion, accounting for 51.7%. Among them, these AI companies have sold the most severely: one ️⃣ DELL - Absolute Selling Main Force ($2.081 billion) DELL is a core AI server supplier, benefiting from the surge in orders for Nvidia Blackwell/H100 servers. Selling details: The Michael&Susan Dell Foundation, owned by founder Michael Dell, plans to sell for $1.248 billion in a single transaction; The main investment in Silver Lake Capital and its affiliated entities has sold multiple times, with a cumulative cash out of over 800 million US dollars. two ️⃣ SNOW (Snowflake) - Cloud Data AI Platform ($543 million) Enterprise level AI data warehouse and large model docking platform. Selling details: Core executive Frank Slootman completed multiple divestments through Form 4, totaling $543 million. three ️⃣ SYM (Symbotic) - AI intelligent logistics robot ($282 million) Selling details: Major shareholder SVF Sponsor has intensively executed a $282 million direct market sale. four ️⃣ MU (Micron Technology) - AI High Bandwidth Memory HBM ($0.74 billion) Selling details: CEO Sanjay Mehrotra has made a divestment of approximately $74.4 million (partially part of the 10b5-1 plan). I've been taking it easy lately in June, and I've been alerted for a long time Be sure to pay attention to warehouse management!