Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

moomoo investors, there is no shortage of hot investment topics to discuss this week! We will deliver a weekly digest full of must-see information!
■Most liked post🎖️
Selected based on the number of views, likes, and comments.
Number one　@KimihikoSan:「Marie's perspective.」
The 'red wave' caused by Trump's overwhelming victory surprised the market, detailed analysis of sector-specific reactions. It has become an insightful article incorporating implications for future investment strategies and stock selection.
TOP2 @sato kojiSan:「Regarding recent earnings and future investment policies.」
💡 ...Great job!! An overwhelming profit, along with analysis of the market post-presidential election, adjustments to the portfolio considering AI, cryptocurrency, and geopolitical risks, and the proposal of a flexible investment strategy.
TOP 3 @WatchlistSan:「This week is about bitcoin, bitcoin-related stocks,」
💡 Against the background of Bitcoin's sharp rise, it is recommended to seize the investment opportunities at the beginning of the bubble and advocate a strategy of holding and buying. It is an excellent analysis full of enthusiasm wishing for the success of Japanese investors.
■ Best Post Recommended by Operation👍
@PinhaneSan:After a comprehensive analysis of NVIDIA, the following trends are becoming apparent.🧐🤔...

$Destiny Tech100 (DXYZ.US)$
I want to purchase this brand,
"Orders for this brand are not accepted."
And it appears!
Does anyone know how to make a purchase?

$Destiny Tech100 (DXYZ.US)$
In japan, which securities company can I buy this fund from? Does anyone know?

$Destiny Tech100 (DXYZ.US)$
Why can't this stock be bought, right?
If it could be bought, it would be a huge profit.

$Vistra Energy (VST.US)$
Bistra-kun. If you weren't here, my
watchlist screen, everything is green...
Thank you...

$Vistra Energy (VST.US)$
I sincerely think that it was good not to take profit ☺️

I'm shopping for quite a wide range of stocks while trying to figure out what the next leading stock will be 🕸️
sector chart super important
As in the post above, in America
$Utilities - Regulated Electric (LIST2472.US)$
$Aerospace & Defense (LIST2089.US)$
$Capital Markets (LIST2260.US)$
I think it's strong, and I'm also buying strong stocks in this sector 😤
I think electricity is related to data center demand, and securities are related to interest rates. But aerospace... I'm not sure 😂 but institutional investors must be buying it for some reason, so our own individual investors gratefully piggyback on it.
My stock position was less than 10% of my capital in April, but now I've bought about 70% 😎