夏雪宜

Focus on US stocks and walk with great companies.

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The investment code for the next decade: block out 90% of the noise and focus on the industry's cutting-edge anchors. Over the years of investing, I've increasingly realized one thing: the biggest cost for ordinary people is not losing money, but being overwhelmed by information. Every day when you open your phone, various research reports, experts, financial bloggers, and insider news fly everywhere; the more you see, the more confused you become. Gradually, I developed a habit: block out 90% of the noise and only focus on a few people who truly stand at the forefront of the industry. Because the capital market is driven by sentiment in the short term and by industry in the long term, and the direction of the industry is often controlled by a few top figures. If I could only follow three people in the next ten years, my list would most likely be #Elon Musk, #Jensen Huang, and #Justin Sun. First: Jensen Huang, the most important weather vane of the AI era. In recent years, an interesting phenomenon has emerged in the market: many fund managers and analysts have made wrong predictions, but what Jensen Huang said has been continuously validated. In February this year, AI software stocks collectively plummeted. The most popular market view was that Agents would devour the software industry and SaaS companies would be doomed. However, Jensen Huang directly poured cold water in a public interview: "Agents will not replace software; Agents themselves also need software; Agents are users of tools." Many thought this was just polite talk, but a few months later, the software sector rebounded strongly, and ServiceNow, which he emphasized, became one of the strongest companies in this AI software rally. Many people mistakenly think of Jensen Huang as just the graphics card boss, but that is completely wrong. His essential identity is the global AI industry’s chief architect because the world’s most advanced AI, robotics, and autonomous driving companies all use Nvidia’s infrastructure. Jensen Huang knows earlier than most investment institutions who is investing, expanding, purchasing, and profiting the most. So I always watch every GTC conference carefully because it often hides the most important investment clues for the coming years. I have already prepared my notebook for the GTC speech on the 1st of next month. Second: Elon Musk. A master of first principles. If Jensen Huang is responsible for building the engine, Musk is responsible for telling everyone where to drive in the future. Musk’s greatest value has never been Tesla or SpaceX, but his extremely rare ability to foresee the future. Many remember his predictions about autonomous driving, robots, and AI, but few noticed that when AI was hottest last year, Musk’s biggest concern was not the models but power. He repeatedly emphasized, "The biggest bottleneck in the next two years is not chips but power supply." This year, people found that U.S. power grid equipment and nuclear-related companies have been steadily strengthening, data center construction is expanding wildly, and the end of AI is starting to become energy. Many funds only realized this belatedly, but Musk said it a year ago. So I have always thought Musk is not just an investment target; Musk himself is an investment direction. Third: Justin Sun, the sharpest trend catcher. If Musk represents the future and Huang represents technology, then Sun represents capital’s early pricing of the future. Many still associate him with the cryptocurrency era, but if you carefully observe his layout over the past few years, you will find his focus is no longer just digital assets but the entire future of the tech industry. I enjoy watching Sun’s interviews and live streams because he has a trait: he can always explain complex issues very simply. Recently, he repeatedly mentioned: "Short-term chip shortages, mid-term energy shortages, long-term storage shortages." This seemingly simple sentence actually explains the logic of technological development for the next decade. The AI era requires computing power, computing power requires chips, chips require electricity, and all AI-generated data ultimately requires massive storage. From semiconductors and data centers, nuclear power and power grids, energy storage chips, to future physical AI and robots, it’s all the same industrial chain. Many see Sun as a figure in the crypto field, but I prefer to see him as someone observing the world from the forefront of global capital flows because the information and resources he accesses are often far ahead of ordinary investors, and these insights ultimately manifest in capital flows. Over the years, I have increasingly realized that the most important thing in investing is not predicting tomorrow’s ups and downs but finding people who truly understand the future. Musk tells you: what the future world will ultimately look like. Huang tells you: what technologies and infrastructure are needed to reach that world. Sun tells you: where capital is flowing in advance. So I deliberately block out a lot of market noise, watch fewer K-lines, read fewer essays, and study more what these industry front-runners are thinking because the greatest wealth opportunities in the next decade often won’t appear in the news but are hidden in what these top minds have said in advance. When most people start discussing, the opportunity is often already halfway gone.