星球日报|Sep 09, 2026 06:57
[Trader Eugene: AI Semiconductors Entering the Next Uptrend Phase, Anthropic's IPO and Subsequent Model Releases Could Be Catalysts]
Odaily Planet Daily News – Trader Eugene wrote in a post that over the past six months, he has systematically relearned AI stocks as a new asset class, experienced one of the most volatile events in stock market history, and gained new insights. He noted that this experience bears similarities to his entry into the crypto market in 2021. Upon reflection, he believes his advantages in the stock market compared to the crypto market have significantly diminished. The stock market involves more factors and stakeholders, making it more challenging, but the growth prospects of the AI industry make this shift reasonable. He predicts that as we gradually move toward ASI over the next three years, it will be easier for tech stock speculators to achieve a 10x increase in net assets compared to current cryptocurrency investments. AI semiconductors are entering the next uptrend phase, and Anthropic's IPO and subsequent model releases could serve as catalysts.
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