BEDROCK Podcast E22 - The Second Half of AI Investing: Divergence, Revaluation, and Structural Opportunities

https://www.youtube.com/watch?v=imFReMX3bik

I recorded a chat with Trader Jiu before the Lunar New Year!

It mainly focused on a multi-dimensional analysis of the AI ​​industry's development, covering the current status and prospects of AI applications, industry value and business models, industry structure and competitive landscape, the impact of specific roles and professions, development stage analogies, and AI industry investment analysis (including model company value positioning, infrastructure investment, structural upgrade opportunities, analysis of other key areas, and a summary of investment strategies). It also included semiconductor industry analysis, market style and the differentiation of M7 companies, analysis of Chinese semiconductor and technology companies, overseas AI companies and investment opportunities, and related action items.

Happy Year of the Horse to everyone!