Given the extreme strength of the AI ​​industry, it is only a matter of time before the entire vertical industry is re-rated. This shows that the influence of the AI ​​industry is gradually penetrating into various fields related to it. As the technology matures and the application scenarios continue to expand, the AI ​​industry will drive the re-evaluation of the value of the related industrial chain, and any vertical segment.

Review of the rise of the AI ​​industry and Nvidia's performance in 2024

1. The craze led by ChatGPT

At the beginning of the year, AI language models represented by ChatGPT became popular around the world. ChatGPT has made a major breakthrough in the field of natural language processing, and its powerful conversation and content generation capabilities have attracted the attention of a large number of users and investors. The emergence of this phenomenal product has allowed people to see the huge potential of AI in practical applications and has also driven the development of the entire AI industry.

2. Nvidia’s path to transcendence

Nvidia has performed particularly well in this process. As AI applications continue to increase their demand for computing power, Nvidia's technological advantages have gradually transformed into market advantages, enabling it to successfully surpass Apple and become the world's number one. This transformation reflects the importance and value of computing infrastructure providers in the AI ​​era.

Control Point

1. AI Coin callback

In sharp contrast to Nvidia's rising stock price, AI Coin has fallen sharply from its previous highs. Although the AI ​​industry is still booming, AI Coin has failed to continue to rise with companies such as Nvidia that have made substantial breakthroughs in AI hardware and technology. Instead, it has fallen into a long-term price slump and has not been able to create a new high so far. This may be because AI Coin itself lacks sufficient value support and its price is more affected by market speculation.

2. Market hot spots have not yet spread

Since the election, except for mainstream cryptocurrencies such as Bitcoin (BTC) and Ethereum (ETH), other areas have not received sufficient attention from bull market funds. This shows that the capital flow in the cryptocurrency market is relatively concentrated, and investors are more inclined to choose mainstream currencies with high market recognition and good liquidity, but the spillover of funds is sooner or later, and it requires hot spots.

So how many hot spots can we choose? In a bull market, as long as the concept is right, even garbage can rise. In a bear market, the truth is the only way. Therefore, the operation is different in different periods, and the research focus is different. The reflection of heat in price can dilute the value (we have to admit that pure financial barbaric logic exists).

Investment strategy

Want to get rich: Speculate on new stocks instead of old ones, and sell off new stocks (primary market)

Want to preserve value: AI old brand tokens can be held without any hesitation (secondary market)