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2026.3.10 Pandora's box is opened, (12) AI application end-to-end process!
Let’s review the journey of AI application development up to today! [Taogu Ba]
December 31, 2025
Launching on the last day of 2025
First Tier:
Advertising and Marketing (market synergy, high popularity)
BlueFocus, Yidian Tianxia, Tianlong Group
Lio Shares, Tiandi Online, Zhejiang Wenlian
After the sector reached nearly double its height,
due to regulatory issues with Lio Shares,
the sector suddenly collapsed.
After a round of recovery, it experienced a unilateral pullback to today.
Second Tier:
Dream 2.0 (quantitative surge, increasingly speculative, launched on 2.09, currently back to the initial rise point)
Jiecheng Shares, Chinese Online
Decai Shares, Zhangyue Technology, Gravity Media
Third Tier:
AI Military Industry + AI Agriculture
Themes triggered by Middle East conflicts, only a few days of market activity
Fourth Tier:
Lobster Farming (topic-driven catalyst, evening safety-triggered negative, pressure expected tomorrow)
Intermediate computing power + computing power leasing have been ongoing, with a few days of correction before market moves.
(Old wine in new bottles, always with appealing new names, such as computing electricity collaboration)
Summary:
Since the height of the first tier sector here,
new sub-themes have continuously emerged,
their heights decreasing and durations shortening.
Computing power repeatedly fluctuates, showing a oscillating upward trend.
Currently, the overall market is in a chaotic phase, with daily rises and falls, poor sustainability.
AI application sector is now blossoming in multiple points, but the sparks rarely ignite a prairie fire.
Computing power is also wavering like a weathervane.
If AI applications want to follow the main trend,
market volume needs to exceed 2.7 trillion,
this theme is even larger than commercial spaceflight,
requiring enormous capital!
The first tier with large capacity and market synergy leaders needs to stand up again and push higher.
Computing power as an auxiliary main line,
forming dual main lines!!!
Only then can sparks ignite a prairie fire.
The future of the starry sea is no longer just a phrase!
Opportunity:
Dream 2.0, with firm confidence in certain stocks! Opportunities can come at any time, possibly with an early rebound.
Recently, like my partners, it’s been tough. After doubling in a week, the market has been continuously declining.
Extreme fire and ice,
also experiencing Pandora’s box opening,
and the return of the century-old Holy Fire Order,
witnessing the prosperity and strength of our country.
Please believe in national destiny!!
And believe that the new industrial revolution will surely flourish!
Warm reminder:
No matter what has been experienced, stay calm about account losses.
Never tolerate complaints.
The market is inherently very tough,
speak kindly, keep a balanced mindset, and everything will pass!
Recent traffic and data are complicated; let’s all work hard! Thank you all!
To my loyal supporters, I keep your support in my heart.
You’ve grown with me day by day.
One day, if I become a big V, with a wider circle, my original intention remains unchanged!
A quick note: I reply to all internal messages. If you’re in a hurry,
please don’t send urgent messages; I won’t reply to those. Stay calm even in tough times.
There’s a lot of information every day—be sweet, and you’ll be happy to see it.
Especially loyal supporters, I’ll try to answer clearly based on what I know!