金色财经|11月 14, 2026 12:58
[LD Capital Founder: Democratic Party's Rise to Power and Jensen Huang's Related Events Have Disrupted the Short-Term AI Ecosystem] According to Jinse Finance, on November 14th, Jack Yi, founder of LD Capital, shared his market thoughts on the X platform. He stated that after selling near the $86,000 peak, he had been waiting for a bottom-fishing opportunity. He believes that adjusting bottom-fishing and liquidation strategies when the market environment changes is normal, and past lessons should be learned. In his view, the Democratic Party's rise to power, coupled with events related to Jensen Huang, has disrupted the short-term AI ecosystem, and its impact on US stocks over the next 1-2 years has exceeded the analytical framework of Bitcoin's on-chain transaction data.
He mentioned a nearly one-hour conversation with Justin Sun, who held a bearish view on the Nasdaq and Bitcoin, suggesting liquidating AI stocks now, potentially selling at a temporary high. The opinion further points out that in the past few years, AI companies, represented by Nvidia, have leveraged heavily based on the high growth of AI, with the leverage scale far exceeding the actual revenue growth of AI. If key figures such as Nvidia and Musk encounter risks, the entire AI industry chain will face deleveraging and bubble bursting, and the US stock market may experience a significant correction. In extreme cases, it may even trigger a financial crisis. Investors should prepare for the worst-case scenario.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink