Tom Lee's Stance: AI Demand Remains Unchanged; US Stock Market Sell-off Creates an Excellent Buying Opportunity 1. Demand Hasn't Cooled Down at All Don't listen to the bears! Companies' investment and exploration in AI have only just begun, and they've already reaped the benefits. Who would stop now? Demand is booming! 2. Supply Side is Rock Solid The industry barriers are very high. There are no disruptive new technologies that can replace AI, nor are there any black swan events that could directly destroy the entire industry chain. The fundamentals are very stable. 3. Are the Democrats Hindering AI Development? The US is facing obstacles in terms of electricity and policy, but this doesn't mean a dead end. On the contrary, it will force industries to relocate to states that embrace AI and countries with low electricity costs. The stock market crash is purely an emotional sell-off, excessive panic!