Yi Lihua: Strongly Supports Jensen Huang's Return to Nvidia, Remains Long-Term Bullish on AI Stocks and Crypto Market

Liquid Capital founder Yi Lihua stated in a post that he strongly supports Jensen Huang's return to Nvidia, believing Huang is not only a key bull in the AI industry but also the foundation of the entire AI ecosystem, and his departure would be a huge loss for the AI sector. JackYi believes that in the long term, Huang's exit will not change the development trend of the AI industry, but in the short term, it may trigger deleveraging and bubble clearing in the industry, putting pressure on U.S. stocks in the coming period.

JackYi also noted that market concerns triggered by Huang's departure could extend to other leading figures in the tech industry, and suggested that OpenAI and Anthropic are about to go public, which could mark a cyclical peak in the current AI market frenzy. If U.S. stocks undergo a further significant correction, Buffett's previous cash strategy may prove valuable again.

In terms of investment strategy, JackYi stated that he remains long-term bullish on AI U.S. stocks and the crypto market, but in the short term, he chooses to wait for opportunities.