Roblox Return Rate
YINNThis picture really has something to it
After some thought:
1. In this AI meme circle, high-quality assets that experience volatility will become increasingly superior.
2. It's best to clean up low-quality, mixed assets early, especially small targets.
3. All major companies will have large models—it's not a moat. Cloud + AI remains a strong long-term bet, providing services to smaller companies.
4. AI will ultimately be applied, with real efficiency gains and monetization potential in Robotaxi and robotics.
Not investment advice!
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