So the current situation is like this: AI products are accelerating, Gemini users have increased fourfold. AI infrastructure is speeding up, Nvidia is in high demand. AI applications are advancing, Claude Cowork has wiped out 300 billion in SaaS market value in ten days. But AI stocks are plummeting—not because AI is failing. It's because Iran is blocking oil tankers from passing through the strait. The technological revolution and the oil war are fighting in the same month; for now, oil is winning. This mismatch won't last forever.

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