Nvidia's revenue forecast falls short of high market expectations - stock price falls.

If the AI investment boom calms down to a certain extent by next week, the stock prices may not be lively from September to October, just like last year.

Another thing to consider is whether the investment trends in AI by companies such as Meta and Microsoft, which are said to account for 20-30% of NVIDIA's revenue, and non-Big Tech companies such as government-affiliated ones will increase to the extent that it decreases the proportion of AI investment by these Big Tech companies. Indeed, as CEO Jensen Huang and others have said, I think AI investment has only just begun, so if there is a correction in the excessive expectations and subsequent adjustment of stock prices, it should still have a long-term potential.