There is a strong fear of heights regarding leading AI companies, particularly NVDA, because their price increases have significantly outpaced the index gains. However, this could become the norm for the future AI acceleration industrial revolution. Most of the value from the AI revolution is captured by leading chip companies, large models, and companies with immense computing power. This trend is not only not slowing down but is accelerating. The speed at which large models are covering more ground is increasing. Looking at past industrial revolutions, due to globalization, increasing technological complexity, capital concentration, and the growing scale effects of networks, the Matthew effect of wealth has been continuously rising. The strong get stronger, and large companies are getting larger. Avoiding allocation out of fear of heights may instead lead to serious missed opportunities.
rick awsb ($people, $people)
rick awsb ($people, $people)26.7.2025
Looking back now, in April, the tariff panic and those who did not cut meat received beta benefits Tom Lee said that this round of V rebellion is the "most hated" V rebellion Because most people are not in the car. Similarly, this round of gains for Bitcoin and especially Ethereum can also be said to be the "most hated" rise One of the most important reasons is that people who have stepped into the air do not fully understand that we are in the big cycle of the AI industry revolution that is "accelerating and being accelerated"
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