For those whohave been tracking industry trends for a long time, especially friends deeply involved in the AI hardware sector:there is no need to overly concern yourself with the fluctuations of short-term market sentiment and the timing of realizations;there is no need to be overly fixated on the changes in the structure of holdings;and there is no need to get tangled up in short-term candlestick trends and technical patterns.So, what should we focus on?Focus on the real progress and long-term trends of the AI industry, and certainty;focus on the capital expenditures of North American Cloud Service Providers (CSPs) and the arms race in computing power (which can confirm the industry’s high prosperity and the exponential growth of computing power demand, further indicating that the AI industrialization cycle is just beginning);focus on the ecosystem built by NVIDIA + Google and the resilience of their business models. NVIDIA’s financial report and performance guidance exceeded expectations and landed smoothly, indicating that the current core narrative of the AI industry—”computing power drives innovation”—has not been disproven, but rather continues to strengthen. This ecosystem has become the backbone of the global AI industry.For those who like it, please like and share, let’s go for it tomorrow!!