孙哥与景甜的大瓜里，藏着当下美股最值钱的一课

Waking up, it turns out a traffic genius has emerged in the circle.

Suddenly, those investment groups, US stock bloggers, and crypto KOLs that are usually active all seemed to lose interest in investing — nobody was talking about ups and downs, nobody was discussing Nvidia's trend, nobody was chatting about the AI narrative. Instead, everyone turned their attention to the juicy gossip involving Sun Ge (Justin Sun) and Jing Tian.

But gossip aside, investors might actually be able to learn something from this drama that could benefit their own investment skills.

Crypto big shot Yi Lihua's commentary was quite insightful: "Jing Tian's biggest problem is that she never learned to invest. She has always had a trading mindset — one hand pays, the other delivers — and worse, she tried to jack up the price on the spot. If she had learned an investment mindset, she would have first had a child with Sun Ge, and as many as possible at that. By then, forget US$50 million — US$500 million wouldn't have been a problem, and the child would also have inheritance rights to billions in assets. Whether you're a celebrity or an ordinary person, learning and improving your cognition is the real wealth. Short-term trading never lasts; trend investing is the true path."

Crude but true. At this particular point in time, applying this "investment mindset" to the current US stock market might just help clarify some things that were previously hard to see.

I. What kind of game is the US stock market in right now?

Let's start with the macro picture. The pressure from US Treasury bonds has recently become a substantial drag — apart from a few hot stocks like Nvidia, the broader US market has been suppressed. Meanwhile, the "de-dollarization" trading narrative is gaining momentum: gold prices have risen over 10% in the past month, and Bitcoin has surged more than 20% in the past week alone.

Now look at the AI main storyline. Uncertainty is clearly on the rise. Previously, star stocks like SK Hynix, SanDisk, and Micron were cut in half from their highs, and now they've rebounded to an awkward middle ground where bulls and bears each have their own arguments.

On the bearish side, Dalio has publicly warned of an AI bubble. On the bullish side, there's backing from the industry front lines — SK Hynix CEO Kwak Noh-Jung just stated that the global memory chip shortage is expected to last through the end of 2030, with low risk of oversupply. He further noted that in the AI era, memory chips are no longer just a "commodity," and he currently sees no signs of oversupply or industry downturn, with AI customer demand remaining strong.

II. Both bulls and bears have valid points — the result: trillion-dollar giants fluctuate like meme coins

When there's a serious bull-bear divergence and both sides seem to have solid arguments, the market enters a peculiar state: it increasingly relies on company earnings reports or major speeches to validate predictions about the future.

The consequence is that a positive earnings report or a blockbuster conference call can ignite the market in the short term, making trillion-dollar behemoths swing as wildly as meme coins.

The best example happened this morning: Nvidia released favorable earnings yesterday, combined with Jensen Huang's "AI inflection point" thesis, ultimately driving Nvidia up nearly 9%. A company worth several trillion dollars, moving up or down based on a single speech — this isn't one person's madness; it's the structural nature of the entire market.

III. Switch to an investment mindset, and the answers become clearer

However, if we abandon short-term trading thinking, stop constantly trying to buy low and sell high, and instead re-examine this situation with an investment mindset, some different answers will surface.

AI narrative uncertainty is rising and short-term moves are hard to predict? Then just buy assets that are tied to the AI narrative long-term and suitable for holding. For example, Google — which we've introduced multiple times before and which even Buffett keeps adding to — is one of the dynamics worth watching closely in this market environment.

USD depreciation is a long-term narrative? Then allocate appropriately to gold and Bitcoin as long-term hedges — both assets have recently surged over 10% and 20% respectively, showing that the market is voting with real money.

A trading mindset fixates on next week's ups and downs; an investment mindset bets on the direction of the next decade. If Jing Tian had understood this sooner, she wouldn't have tried to jack up the price on the spot.

IV. Final Thoughts

At the end of the day, the gossip reveals the same lesson: whether in relationships or investing, short-term haggling can never beat long-term value alignment.

And now, to achieve the long-term allocations mentioned above, you don't need to run around like Sun Ge chasing his dream girl — flying off to distant Africa one moment, rushing to Hong Kong in the East the next. Through the BIT brokerage platform, US stocks, gold, and Bitcoin can be configured in one stop — convenient and fast. What's more, you can use the options-buying feature to insure your positions and protect against downside risk during sharp drops — even Sun Ge can't cut into your positions. Short-term trading never lasts; trend investing is the true path. The gossip will fade, but this lesson is worth keeping.

Disclaimer: This article is written by a third-party author and is for informational and educational reference only. It does not represent the views, positions, or investment advice of BIT or its affiliates. The market views, individual stocks, digital assets, investment strategies, and related analyses mentioned herein are solely the author's personal opinions and do not constitute any form of investment, financial, trading, legal, or tax advice, nor do they constitute an offer, solicitation, or recommendation for any asset or financial product.