Yesterday, the index continued to strengthen as

Yesterday, the index continued to strengthen as the U.S. bond market played out and there were no other materials available, encouraged by a flood of liquidity in AI stocks and earnings by JPMorgan and Wells Fargo, which attracted money to chip stocks, a wannabe for bank stocks and everyone.

Nvidia's target continues to rise. It even reached its $150 target. I don't doubt the impact of AI, but as a financial product investor, I'm considering the rate of return, or percentage. I think it's like the U.S. basketball team where Michael Jordan and LeBron James play together. Anyone would be confident that if they played, they would win three gold medals at the Olympics. If so, the betting position can bring stable returns, but the percentage will decrease and the participants will one day become smaller for marginal utility, and if so, the percentage will gradually converge to zero.

Since last year, all the money has been concentrated in the U.S. stock and bond markets. If more money goes into the U.S., the expected earnings will inevitably be lowered. Fortunately, it is still growing, so I don't think these words will be heard well. It would be right to flog a horse running like a stock market adage. Juma... But if the output decreases gradually compared to the input, I think there will be a time when the disappointment will grow bigger someday. The key will be the continuity of growth and the liquidity that should come in like water.

You will have to buy AI-related stocks such as Nvidia because you have no choice but to defeat only certain players. Fortunately, the bank's stock performance is good and the portfolio is dispersed. I look forward to seeing the money from AI spread to other industrial stocks. The U.S. market will continue to rise and FOMO will appear again in humans' minds, harassing them. Nevertheless, you will always have to keep in mind the words Greed & Fear in your heart and invest. So do I.