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$SanDisk Corp (SNDK.US)$ 半年前它还在40-50的区间交易，昨天创下了历史新高3xx，回报率约为9倍。尽管市场对存储芯片的需求低迷，价格却大幅上涨，这合理吗？现在正处于狂热情绪阶段，因此波动性将会非常剧烈，犹如一场血洗
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$CoreWeave (CRWV.US)$ 有趣的是 $博通 (AVGO.US)$ 业绩真的很好，但人工智能市场的投资充满了看空者和Burry的狂热支持者，他们一有机会就开始做空，哈哈。人工智能不像Dotcom泡沫，如果你仍然这么认为，那你就是个恐龙，还是继续投资像Coca Cola这样的恐龙公司吧。
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