Yi Li Hua: Reliable rebound largely over, recommends allocating 50% of future returns to the AI sector

Odaily reported that Yi Li Hua posted on platform X stating that the current market cycle should be viewed as a rebound rather than a reversal, and recommended a strategy of selling into strength. He mentioned potential bearish factors ahead, including a normal correction in U.S. equities from highs, the impact of oil prices on inflation leading to changes in rate cut expectations, and a rebound in U.S. Treasury yields. The long-term prospects for crypto remain promising, describing the current environment as the darkest before dawn, with deep bear markets often presenting opportunities for entry and patience. He believes the AI era favors investors bold enough to invest in AI stocks and AI entrepreneurs, recommending allocating 50% of future returns to the AI sector, and stated that ALL IN AI is the only choice.