Yili Hua: Strongly supports Jensen Huang's return to NVIDIA, remains optimistic about AI US stocks and the cryptocurrency market in the long term

Liquid Capital founder Yi Lihua stated that he strongly supports Jensen Huang's return to NVIDIA, believing that Huang is not only an important bull in the AI industry but also the foundation of the entire AI ecosystem. His departure would be a significant loss for the AI field. Jack Yi believes that Huang's resignation will not change the long-term development trend of the AI industry, but in the short term, it may trigger industry deleveraging and bubble clearing, putting pressure on U.S. stocks for a period of time.

Jack Yi also mentioned that the market concerns triggered by Huang's departure may extend to other leading figures in the tech industry, and he believes that OpenAI and Anthropic are about to go public, which could become a peak in this round of AI market frenzy. If U.S. stocks further decline significantly, the cash strategy previously adopted by Buffett may once again prove its value.

In terms of investment strategy, Jack Yi stated that he remains optimistic about the AI U.S. stock market and the cryptocurrency market in the long term, but in the short term, he chooses to wait for opportunities.