If we put together the recent selloff in the US stock AI sector, Micron’s earnings report, and the AI industry trend over the next few months, I believe what the market is truly pricing in isn’t performance—it’s trading a question: AI capital expenditures have already reached a historic peak. Will they be able to keep growing in 2027? And Micron—this is the most important answer to this problem. Why has the AI sector fallen so sharply recently? Many people think it’s because AI demand is weakening. Actually, it’s the opposite. What the market is most afraid of right now is: demand is too strong, causing expectations to be wildly out of line. Look at the stocks that have fallen the hardest recently:
$ONDO nmd, so weak, what's the point of the rwa narrative? It's not even as solid as the old-school uni, which just pumped and is still holding strong.
Only I know how tough it’s been in finance and stocks over the past three years. Yesterday, I managed to recover all my losses and now I’m in steady profit. I still remember last month when I was trading US stocks, getting wrecked by the financial crisis, the AI bubble fears, and all the talk about US stocks crashing and the Fed raising interest rates. I was losing sleep over it, and my account hit dangerously close to my liquidation price of 200 on #MRVL . It’s been a tough journey; every trade makes me second-guess my choices. I’ve thought about throwing in the towel. Why am I hustling so hard to make money? I’m just a student; I could be living the typical college life, attending classes, hanging out, studying for exams, enjoying life. But deep down, I can’t let myself go that route. In trading, I truly feel the thrill of the game—the excitement of aligning knowledge and action, the constant risk management, the ups and downs of profit and loss. I feel fulfilled. I used to think major world events had nothing to do with me, but now, with oil, gold, Fed policies, wars, cryptocurrencies, and the AI sector, I genuinely feel closer to the pulse of the world. That hard logic, being sensitive to events and seizing opportunities, really gets my adrenaline pumping. I’m also grateful for Binance, as it’s the only way I could access US stocks domestically. I firmly believe AI still has a long way to go; it's not a bubble.