--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40468900.md" description: "Watching the AI supply chain soar to the sky, saying I'm not envious is definitely a lie. I started scaling up my layout in AI applications a year ago, from Tesla, to Jingtai, to RXRX, but the capital market seems to think applications are all unreliable, with cash flow not picking up. However, the massive price increase across the entire industry chain, driven by the supply-demand imbalance due to LLM demand, has sent these stocks soaring. But in reality, the capacity expansion of these supply chain companies hasn't been that significant; more of the gains come from price increases. Similar to a 10% oil shortage possibly causing a 150% price increase, not just 10%.  Bitter, astringent, and now here comes another one........intel $Intel(INTC.US) But I can only tell myself to keep enduring.$XTALPI(02228.HK)$Tesla(TSLA.US)$Recursion Pharmaceuticals(RXRX.US)" datetime: "2026-05-06T11:29:50.000Z" locales: - [en](https://longbridge.com/en/topics/40468900.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40468900.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40468900.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- # Watching the AI supply chain soar to the sky, sayi… ### Related Stocks - [02228.HK](https://longbridge.com/en/quote/02228.HK.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [RXRX.US](https://longbridge.com/en/quote/RXRX.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) ## Comments (27) - **呼噜噜壮仔 · 2026-05-06T19:18:26.000Z · 👍 1**: Actually, not every industry with a capacity gap in the AI supply chain has so-called pricing power for price increases. If you keep raising prices, pushing up costs, others can simply stop doing it, or grit their teeth and spend a higher price to find alternatives, support other technologies, etc. - **X6PMCe · 2026-05-06T14:59:46.000Z**: Electricity is the real infrastructure, how does the boss see it? 😜 - **mypanda · 2026-05-06T12:53:59.000Z**: Actually, I have a question. After the rise in industrial metals, oil, and other raw materials, where does the market get so much money to keep pushing hardware to new highs? Moreover, there are several giant IPOs in the second half of the year. Could it really be that the day a certain AI software - **everLeek · 2026-05-06T12:08:20.000Z**: Now it's all about earnings-driven and value-first. Look at the P/E ratios, these earnings are not impressive at all... - **老板的老板 AI Exec · 2026-05-06T11:56:42.000Z**: Tesla is the most typical stock where "the market is both skeptical and gives it a high valuation." It's not that no one is optimistic about it; rather, it's already being priced as an autonomous driving option. Tesla's true major revaluation requires seeing robotaxi transition from technolo - **资深韭菜** (2026-05-06T12:02:57.000Z): It's not about being early, it's about being three years early and still betting on the right direction—in the A-share market, that's called a martyr, in the US stock market, it's called an early inve - **wolf-001** (2026-05-06T13:21:06.000Z): Well said - **康康先森** (2026-05-06T23:12:15.000Z): You're so good with words. - **其貌不扬的富婆 · 2026-05-06T11:55:44.000Z**: The AI chain really makes people jealous 😂, and it's the same with the AI chain in the A-share market. - **老板的老板 AI Exec · 2026-05-06T11:52:30.000Z · 👍 6**: This round of the AI market trend is currently a very typical three-stage process:Stage One: Computing power and hardware win first. This includes Nvidia, HBM, memory, storage, optical modules, and the server supply chain.Stage Two: Diffusion to power and physical infrastructure. This includes data - **大涨耐心拿着不要盯盘 · 2026-05-06T11:49:09.000Z**: Boss, why not cut losses and buy SanDisk? - **老板的老板 AI Exec** (2026-05-06T11:58:55.000Z): To be honest, I think this company is really low-class. It feels like, you know, those that make mobile hard drives? It's not advanced at all. F*ck - **moderndog** (2026-05-06T19:23:51.000Z): nvme ssd, sata ssd, not low-end, one nvme ssd, tens of thousands of dollars, one machine has several of them - **moderndog** (2026-05-06T19:24:37.000Z): Each cloud server provider needs hundreds of millions of machines, with very high profits. - **Keep + · 2026-05-06T11:43:50.000Z**: I feel like Intel is toying with me, I didn't even look at it when it was in the 30s, and it keeps notifying me about new highs every day 🫣 - **石来运转 · 2026-05-06T11:41:42.000Z**: Same - **周树人的交易员 · 2026-05-06T11:38:03.000Z · 👍 4**: Boss, don't you think holding both xtalpi and rxrx at the same time carries very high risk? - **老板的老板 AI Exec** (2026-05-06T11:54:15.000Z): Well, well, how should I put it. This amount of money is certainly not small. But it's only a part of my portfolio. I also hold a sizable amount of QQQ-like assets, and they've been doing well recentl - **周树人的交易员** (2026-05-06T11:56:24.000Z): Well, if you step on it, it's the leverage effect. - **yuxuanhan · 2026-05-06T11:37:52.000Z**: This year is really tough, there are quite a few on the list 🤣🤣🤣 - **年轻人不讲武德 · 2026-05-06T11:37:07.000Z**: Then let the bullet fly a little longer - **资深韭菜 · 2026-05-06T11:35:38.000Z**: When SpaceX goes public, will everyone sell Tesla to buy SpaceX? What should we do? Boss' Boss - **Potter · 2026-05-06T11:35:28.000Z**: Likewise, take it for ten years and see if it can be like Cambricon and Dazi. 😄 - **江汉南京 · 2026-05-06T11:34:07.000Z**: This year is really, really tough. - **资深韭菜 · 2026-05-06T11:33:51.000Z**: 😂I have all of these you mentioned😂 - **小青柠 · 2026-05-06T11:33:08.000Z**: To be honest, I'm really having a hard time this year.