if you believe that AI is real.

来源: 未知就是风险 于 2025-07-17 08:25:49 [] [旧帖] [给我悄悄话] 阅读数 : (447 bytes)

1. TSM said AI demand is very strong;

2. We are at the early stage of AI. It is a secular cycle, having many years run way

3. Market is volatile.

If you want to benefti from each ebbs and downs,  you do not want to miss the train of big trend.  There are some generals in history,  winning one or two battles but lossing the war.

The war for investors is AI now. 

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