To be honest: This round of adjustment is more than the end of July. Think car… · @UKpremier2024 · TwKit

@UKpremier2024

To be honest: This round of adjustment is more than the end of July. Think carefully about whether the AI trend has changed? No, the profitability of openai and anthropic is still increasing. The Iranian war lasted for seven months, and the Republican Party will definitely lose the House of Representatives in the midterm election. The profitability of csp continues to increase. So why did the hardware fall so badly? In fact, it is to define capex to the top, which makes the market worried about the rapid development of hardware manufacturers, but the orders for storage and photonics have been lined up to 2028; the financial report of the next two years will also be quite bright. I have reduced a lot of hardware positions a few days ago, but the current position still hurts me a lot. In the future, I may pay more attention to the stocks of AI applications and network security. I will always believe in AI

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