路遥 | Trader
路遥 | Trader|7月 15, 2026 06:54
AI is the real tech revolution, but AI stocks might not be the real 'investment.' What's the biggest risk of investing in AI stocks? It's not the failure of AI, but the success of AI! Because the more successful AI becomes, the fiercer the competition! In the wave of disruption, very few companies can truly survive the AI supercycle. And during this process, drops of 30%, 50%, or even more will be everywhere. The AI supercycle trend is upward, but it won't be a smooth ride. In the end, those who survive will be the ones making long-term investments with no leverage and only spare money. And how much you earn in the end depends on your ability to keep iterating your thinking along with the AI supercycle. Today's king, like NVIDIA, might also fall, just like Nokia in the era of mobile phones. So, if you're not super skilled, buy an AI ETF index. Buy small dips small. Buy big dips big. If you're more confident, buy leading individual stocks and keep iterating and rotating into the future leaders of AI over time. Anyway, those who get it, get it, right?
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