The first signal of the AI bubble burst has appeared. The peak of AI is: 1. Nvidia promises to invest $100 billion in OPENAI. 2. OPENAI promises to buy computing power from Oracle. 3. Oracle buys graphics cards from Nvidia, greatly expands its data center, and then sells computing power to OPENAI. Now, Nvidia's Huang says: Who said I must invest? It was he who invited us to invest; I haven't decided whether to invest yet. So over there, OPENAI says: Why don't we just make our own chips, damn it. Oracle: What the hell? I spent so much money buying cards and building data centers, what are you two playing at? Alright, I guess I’ll start laying off employees; it’s about to crash. Why did Huang change his mind? Because Huang can see that the subscriptions for CHATGPT are slowing down, losing $5 billion a year, and the money made from selling graphics cards can't be spent like this—it's wise. In a bull market, we make money quickly, but the investment funds that are spent recklessly basically never come back. Now Oracle's stock has already started to crash as a warning. He spent $50 billion building a data center, and if OPENAI runs out of money, he won't find any customers, and that data center will become scrap. So, this left-hand-to-right-hand game in Silicon Valley has encountered its first "black swan." AI is certainly great, but the bubble is even bigger. The exception is GOOGLE, which makes a lot of money, and GEMINI is getting stronger, prices are dropping, and users are increasing. The next possible scenarios are: Scenario 1: OPENAI goes public, raises a wave of funds, surges high, then continuously crashes, triggering the AI bubble to burst. Then those who see this post will all-in on GOOGLE at 150, making a fortune. Scenario 2: Directly does not go public, crashes in place. Scenario 3: Goes public, holds on, extends the crash time a bit, but ultimately crashes.