inflection-point

#inflection-point

@TaoRay: The recent market trend is very healthy! It also confirms my view over the past few weeks: a turning point is coming, AI development and investment have entered a new stage, where "the upstream falls, the downstream benefits," creating new room for imagination. From institutions suggesting OpenAI go public next year, to Samsung's earnings beating expectations yesterday, but the upstream saw a sharp correction while software cash cows accelerated their rise. What I predicted earlier...

X AI KOLs Timeline ↗ · 2026-07-07

The author comments that recent market trends align with their previous predictions, believing AI development has entered a new phase where the upstream corrects and the downstream software benefits, reaffirming confidence in the second-half trend.

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inflection-point

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