JackYi: Strongly Supports Jensen Huang's Return to Nvidia, Remains Long-Term Bullish on AI US Stocks and Crypto Market
Odaily reports that Liquid Capital founder JackYi posted a statement strongly supporting Jensen Huang's return to Nvidia, believing that Huang is not only an important bull in the AI industry but also a key pillar of the entire AI ecosystem, and that his departure would be a tremendous loss to the AI sector.
JackYi believes that Huang's departure would not change the long-term development trend of the AI industry, but in the short term it could trigger industry deleveraging and a shakeout of bubbles, putting pressure on US stocks for some time to come. Related market concerns could also spread to other leading figures in the tech industry. In addition, he believes that OpenAI and Anthropic are about to go public, which could mark a阶段性 peak in this round of AI market euphoria. If US stocks undergo a further significant correction, Buffett's previously adopted cash strategy may once again prove its value.
Regarding investment strategy, JackYi stated that he remains long-term bullish on AI US stocks and the crypto market, but in the short term he chooses to wait for opportunities.
