中文翻译
自关注4D物理AI+世界模型(World Models)供应链以来，我一直在跟踪$U。 我认为他们并非纯粹的游戏公司。我认为-30%的跌幅是市场在提示我建立一些头寸。 同意。对于$FIG等公司，AI只是帮助将Figma设计转化为HTML/CSS/JS等代码，而非取代它。
· 个股论点
看好$U回调机会，认为AI辅助而非取代$FIG设计。
英文原文
I’ve been following $U since looking at 4D physical AI + World Models supply chains. Don’t think they’re purely gaming related. I think the -30% drop is the world telling me to enter some positions. And agreed. With others like $FIG, AI just helps translate the Figma designs into stuff like HTML/CSS/JS rather than replacing it.