Straight up, got trapped 🤣. But it's okay, let's sort it out.

Renting out computing power is actually a good business; it makes cash flow come in really fast. Although building a computing power center is a tough job, if Meta gets a taste of the thrill of computing power leasing, they'll probably want to smash their way into building a cloud business line. 😅 In other words, their capital expenditure might continue to increase rather than decrease. 🥶🥶

Has the demand for computing power actually decreased? Has the demand weakened? Actually, you can't look at the short term. Short-term token market prices are definitely volatile and are bound to match the revenue growth on the application side. But overall, it's still relatively expensive, which is not conducive to the implementation of the application layer.

To understand this issue clearly, you need to take a longer-term perspective and timeframe and return to the development of AI. This is a matter of opinion.

These past few days, I've just been passively following the market.

Miss Hynix suddenly sent me a message today saying:

"Is the development of AI going to stop?"

"Memory might have another big drop."

I said, you bought index funds 😂, you don't need to worry about this.