Not Just Nvidia! : How Can Ordinary People Catch This Bull Market Express?

Описание: 👁️ DAHU SEES: Our Perspective:
【This video dissects the underlying logic and complete ecosystem of AI investing, guiding you from chips (NVIDIA, TSMC, ASML) to thermal management (Vertiv, Modine) and power infrastructure (utilities), teaching you how to evolve from “picking stocks” to “selecting ecosystem positions.” The author also analyzes the current bull market's underpinnings and offers exclusive forecasts on the Fed's interest rate trajectory and the economic impact of government shutdowns. Content also covers three future gold mines for capital flows: the AI ecosystem chain, small-cap biotech, and aerospace/defense. Finally, it provides a practical “AI Full Stack” portfolio allocation strategy to help ordinary investors build a defensive + growth portfolio, revealing that AI isn't just a “hot trend” but the “foundation” for the next 20 years.

🔑 Key Takeaways Summary

Core Thesis: AI constitutes a complete ecosystem; investments should target “ecological niches” rather than individual stocks.

Supply Chain Breakdown: Detailed analysis of the closed-loop supply chain from chip manufacturing (TSMC, ASML) to data center cooling (Vertiv, Modine) and power supply (utilities).

Valuation & Bubble: Compares Nvidia (31x forward P/E) with Palantir (400x current P/E), discussing AI bubble theories and Jensen Huang's trillion-dollar infrastructure forecast.

Macro Analysis: Assesses the sustainability of the current bull market, predicts the Fed's rate cut timeline, and evaluates the economic and stock market impacts of a government shutdown.

Capital Flows: Identify small-cap biotech, utilities, and aerospace/defense as key future funding destinations.

Practical Strategies: Recommend “regular investments in AI ecosystem ETFs” and maintaining a “20% defensive position,” while disclosing the author's “AI Full Portfolio” allocation (including specific weightings).


⚠️ Disclaimer:

This video and all content within the DAHU SEES program are for informational sharing and represent personal opinions only. They do not constitute any investment, trading, or financial advice. Investing involves risks; exercise caution when entering the market. All views are for reference only. You are solely responsible for your own investment decisions.