Gotta admit, the wave of AI and robotics has indeed inflated quite a few bubbles. If the global stock markets were to undergo a major correction, the tech growth sector would probably experience turbulence as well. This risk cannot be ignored.

That said, overall market conditions still look decent. The key is to prepare for both sides—stay optimistic about long-term opportunities while remaining cautious of these overheated areas. AI is hot, but can the actual performance and cash flow support it? That’s the real issue.

Taking specific examples, those projects that promise a lot are still showing blank performance sheets. Instead of worrying, it’s better to wait until they actually come to fruition.

Spring market is coming. Rather than chasing hot trends, it’s more prudent to focus on relatively stable assets—commodities like copper and stocks, blue-chip companies—these are safer choices.