A prominent Taiwanese investor, known as “Stock King” Lin Kuo-chang, recently cautioned against the current fervor surrounding artificial intelligence, suggesting an inflated bubble. Lin argues that while AI holds potential, current valuations are unsustainable. He likened the cloud computing industry, crucial to AI development, to a “century plant” – a business that grows slowly but provides stable, long-term returns. Lin warned of potential market corrections, emphasizing the difference between genuine innovation and speculative hype. He advocates for investors to differentiate between companies actually *using* AI effectively and those simply attaching the label for valuation gains. His comments followed a volatile July in global capital markets, hinting at increasing investor anxiety. Lin’s perspective provides a counterpoint to the widespread enthusiasm currently driving AI-related investments.