IS AI BUBBLE?

what?

why?

how?

when?

where?

who?

let me explain...

Recording my thoughts on AI and financial market trends since I first came to the US for university 3 months ago.

MARKET TRENDS • GPU SHORTAGE • MODEL COLLAPSE? • OPENAI VS GOOGLE • CAPEX SPENDING • NVDA EARNINGS • MARKET TRENDS • GPU SHORTAGE • MODEL COLLAPSE? • OPENAI VS GOOGLE • CAPEX SPENDING • NVDA EARNINGS

Part I

AI Market Analysis

Reflections on AI-related financial market trends, analyzing upstream, midstream, and downstream infrastructure.

Bubble Watch Feb, 2025

IS AI BUBBLE? WHAT? WHY? HOW?

Historical parallels between the Dot-com boom and the current generative AI cycle.

Hardware Sep, 2025

2025 Year-to-Date Stock Performance Ranking

A comprehensive ranking and analysis of major AI stock performances throughout 2025.

Infrastructure Oct, 2025

AS TEEN,HOW I GAIN AI MARKET SENSE?

My personal journey and framework for understanding the complex AI market dynamics as a teenager.

Downstream Nov, 2025

AAPL & GOOG IN AI?

Evaluating the competitive positioning and hidden AI strategies of Apple and Google.

Energy Nov, 2025

Kimi-k2, another DeepSeek moment?

Analyzing the Kimi-k2 release: Is this another pivotal DeepSeek-like moment for the industry?

Semiconductors Nov, 2025

Why Microsoft intentionally slow down in the computing-power race?

Investigating the strategic reasons behind Microsoft's deliberate deceleration in computing infrastructure expansion.