Had a few bottles of fake Maotai Town liquor with friends and unanimously agreed that in the AI Super Cycle, we can't just focus on OpenAI, Oracle, Nvidia, and AMD tripping over each other. Under the environmental variable of AI Moore's Law => token usage doubling every two months with no signs of stopping, AI infrastructure, chips, storage, electricity—everything is still in its early stages. Getting off the ride too early is just because the vision is too small. Not to mention the long-term, just look at China's first five years after joining the WTO—copper and oil derivatives forcibly turned a few cyclical industries/products into massive one-sided trends. Still going all-in on AI, but I must have drunk too much. Not financial advice.