夏雪宜

Many people always ask and worry, are the South Korean stock market, Japanese stock market, and US stock market so crazy that there is a bubble??? I think there is, but it is controllable. It's like a glass of 🍻 beer, a little foam is necessary for good taste, appearance, and normalcy, but the beer still makes up seven or eight parts. Moreover, the true AI era has not yet arrived—the large-scale implementation and application post-AI era, the physical AI era, AI creating AI, the era of AI and humans co-governing the Earth... Where are we now? Light, copper, electricity, ice, storage... and endless demand multiplied by a thousand or ten thousand times. The curtain of the era has just opened a small crack!

There are always only three types of people in the market: The first type: those who don't understand Chasing trends, emotions, buying high and selling low, Full of passion, yet always doing the wrong thing at the wrong time. They are the largest and loudest group. —I used to be one of them. The second type: those who seem to understand but don't fully Know a little more than the first type, Greedy a little more than the truly knowledgeable. They understand the principle of "slow is fast," but find it too slow, too hard, too boring; They believe they have extraordinary insight and skills, always wanting to hit a big opportunity in one strike and get out. —I was once one of them too. The third type: those who understand / enlightened ones They are extremely selective with their targets, almost rigorously disciplined; They believe in the simplest truth: buy good companies, at reasonable prices, and hold long-term; They truly live by the words of Buffett and Duan Yongping daily: Circle of competence, don't do what you don't understand, no borrowing money, no short selling, keep a calm mind. They don't fight the market but become friends with time and good business. —Such people are extremely rare. Now, I strive to be one of them. The vast majority die in the first type, Many get stuck in the second type for a lifetime, Those who truly make big money and sleep peacefully are almost all in the third type. 1. Don't understand the rules Dance with emotions, flow with trends. They are the main "fuel" of the market. 2. Know some rules but refuse to follow them They have seen the "right way" and know it likely leads to wealth, But think it's too slow, too hard, too "boring". So they hope to use their "cleverness" to catch a big opportunity. Most "technical traders" and "timing experts" fall here. 3. Truly understand and respect the rules They are extremely selective and highly disciplined; Treat buying stocks as buying companies, anchoring prices near intrinsic value; Fully commit within their circle of competence, firmly avoid outside it; Not eager to prove themselves, willing to let time and compound interest prove it. They are the market's ultimate "harvesters" and the quietest group. The first type provides liquidity, The second type provides volatility and stories, The third type takes most of the profits. I took 13 years of detours from type 1 → 2 → 3. From billions in assets to devastating losses. Fortunately, now, I am in the third type. The great way is simple, nothing more. Where are you currently? More importantly—where do you plan to stop?

Core US Stock Asset Package for the AI Era! Xia Xueyi's Selected 【Top 20 Pure US/ADR Giants Benefiting the Most】 (Five Core Clusters): 🔥 Core Foundation and Super Clusters (Chips/Models) • $NVDA: The AI era's "digital oil" monopolist, with the CUDA ecosystem firmly controlling the absolute choke point. • $AVGO: The absolute leader in custom ASICs and data center network switching chips. • $MSFT: Azure cloud + OpenAI strong alliance, the strongest empire in generative AI commercialization. • $GOOGL: From TPU chips to top-tier cloud ecosystem full-stack closed loop, a giant in AI-powered search. • $AMZN: AWS, the world's largest cloud provider, capturing the biggest dividend from long-tail computing power demand. 🔥 Advanced Process and High-Speed Interconnect (Optical/Copper/Foundry) • $TSM: The world's only advanced process foundry, the physical carrier of all top AI chips. • $AMD: The market's only top-tier GPU alternative provider, sharing in the computing power dividend. • $CRDO: Leader in high-speed connectivity, AEC technology monopolizes the "copper interconnect" inside racks, unleashing dividends. • $FN: Leader in precision optical manufacturing, perfectly capturing the essential demand for 1.6T high-speed optical module capacity expansion. • $GLW: Optical fiber materials giant, a direct beneficiary of the demand for special optical fiber network density from the mega cluster. 🔥 Energy, Power, and Liquid Cooling (Data Center Water-to-Power) • $VST: The largest independent nuclear and clean energy provider in the US, meeting AI's thirst for zero-carbon power. • $CEG: The US nuclear power leader, monopolizing deterministic clean energy through long-term power purchase agreements (PPA). • $VRT: The absolute ace in thermal and power management, core beneficiary of GB200 high-density liquid cooling. • $ETN: Electrical equipment giant, controlling the most critical power bottleneck for AI expansion from grid to distribution. 🔥 Advanced Storage and Device Infrastructure (Memory/Manufacturing) • $MU: Core player in HBM and high-capacity DRAM, directly benefiting from computing power's demand for ultra-high-speed storage. • $ASML: Exclusive supplier of EUV lithography machines, the creator unavoidable in all advanced process chip capacity expansions. • $ALAB: Leader in PCIe Retimer chips, solving the essential latency issues inside AI servers. • $ANSS: Leader in physical simulation software, the digital window for R&D of chips, optical modules, and liquid cooling systems. 🔥 Edge Side and Application Deployment (Ultimate Monetization) • $AAPL: With Apple Intelligence and billions of active users, the largest edge AI monetization platform. • $PLTR: The pinnacle of enterprise and military AI data analysis, with the AIP platform generating high per-customer revenue and crazy monetization. 💡 Investment Logic: Hardware + Interconnect (capture the highest gross margin) ➡️ Energy + Liquid Cooling (break infrastructure bottlenecks) ➡️ Edge + Applications (future 100x win rate). Join the watchlist with one click!👇 #AI #USStocks #Investment

If I bet on the champion team during the World Cup and won 1 million USD (in fact, I have already bought all the strong teams, so I am sure to hit the jackpot), which stocks should I buy with this money? Please recommend, and feel free to be honest!

You are all top influencers in the crypto space, while I am the cancer of the crypto world.

Chinese people have never inherently lacked aesthetic sense It's just that after the Cultural Revolution, the aesthetic standards plummeted Now, cities of all sizes across the country look exactly the same And parks of all sizes nationwide are also exactly the same

Hangzhou IN11, good-looking, love to watch👀

US stock CRCL has a promising future It might be very profitable in the future And make big money, surpassing Vasa But not now, it needs time Maybe after 5 years But it will definitely be very profitable Maybe after 10 years The key is not whether your cost is 50, 100, or higher The key is whether you can hold on, and for how long

Domestic propaganda has always emphasized hard work and endurance; they don't believe in free lunches, and they don't trust good things like the Nasdaq.