I still hold the same view:
AI = the fourth industrial revolution for humanity
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There are many good assets related to the world.
However, if the valuation is not affordable enough, I will not buy.
I will never chase after an asset that has already increased by X times just because I am "afraid of missing a historic opportunity."
I will only wait for the next big discount opportunity to buy again, preferably waiting until the media starts reporting titles like "X quality asset has dropped over XX%, causing those who bought X years ago to withdraw all profits" before I deploy my precious cash bullets.