Traded Value
Total AssetsI once met a guy (worth tens of millions) who told me back when AI first emerged that these AI companies aren't important; it's the companies doing storage and owning data that are truly important. I really admire his sharp insight, able to see the essence of things at a glance.
Recently, when I read books, I open Claude in a side window, tell it I'm reading a certain book, and then ask it to accompany me while I study. The method I use is the Feynman technique, where AI quizzes me on knowledge points, I answer, and finally AI scores and summarizes.
Take a recent book "Illustrated Guide to Large Models" as an example. I highly recommend everyone to read this book. If I had read it earlier, I might have been able to catch companies in areas like storage and data annotation. After reading it, you'll have a clear understanding of the essence of large language models, learn how AI companies typically train them, and understand why GPUs are so crucial.
@Value & Investment Value Brother once said that the best investment is investing in your own brain. When you thoroughly grasp a fundamental concept, you can use first principles to analyze any new development that appears. As for what to invest in, such questions become easily solvable. The book was published in September 2024, long before the explosion in storage, chips, and GPUs. So don't wait any longer, start arming your brain now!
$Micron Tech(MU.US)$Invesco QQQ Trust(QQQ.US)$Sandisk(SNDK.US)$NVIDIA(NVDA.US)
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