Today, AI concept stocks in the US stock market continue to follow the repair logic, and the market's tense mood can be slightly relieved Although it is still impossible to judge whether the current round of AI concept stocks has reached the top of the stage and the foam is ready/has burst, this round of market has a very big feature, that is, retail investors have been overpowered and the market is FOMO I still remember that when Nvidia broke through 5 trillion for the first time last year, there were still many voices of doubt and criticism in the market, especially those focused on buying video cards with the money cashed in by equity pledge from left foot to right foot, which was used as an example of foam from time to time However, in the past two months, especially after following Trump's visit to China, the market has paid more and more attention to Huang Renxun's personal statement. Everyone in the cryptocurrency circle should be particularly familiar with this, it's like staring at CZ He Yi and finding an angle to post memes When the US stock market has already fast forward to finding angles from Huang Jiaozhu's mouth, when any company can double its valuation by announcing its entry into the AI industry, and when any company can double its valuation by being included in the Nvidia universe, it seems like the logic of the project side's explosive revival in 2021, as long as they say they want to do public blockchains/DeFi/NFT/gamefi/ride on Chinese concepts, has been revived. And a report by SemiAnalysis stated that Nvidia's 800V shipment has been delayed and CPO expectations have been lowered, directly smashing the optical communication sector, similar to the 519 Financial Commission's announcement of clearance. By analogy, the June 5-8 decline is more like the "519" correction of this cycle than the November bear market.