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I believe the future of humanity will be dominated by four major fields:
【Embodied Intelligence】【Gene Editing】【Controlled Nuclear Fusion】【Interstellar Exploration (Extraterrestrial Rare Earth)】
For the latter three, I currently can't think of how ordinary people can invest in them
Only【Embodied Intelligence】is currently accessible to ordinary people
Ten years from now, Tesla and Xiaomi will definitely be among the top three most valuable embodied intelligence companies globally - this is my firm belief
From hardware to cloud: Exploring the growth trend of AI cycles
This year's wave is truly a surge in the AI cycle. Currently, from the most fundamental hardware to various production-side clouds, we see a series of stock growth linkages. 1. AI Hardware Growth First is AI hardware. NVIDIA, which was considered overpriced at around 100 at the beginning of the year, has now reached around 160 after experiencing twists and turns like tariff exports. 2. Various Cloud Growth However, after all, many companies won't directly buy AI hardware due to high costs and maintenance and upgrade hassles. Thus, the elasticity and convenience of cloud computing become an excellent carrier for AI computing power and products. First is Google Cloud...
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