During the Sino-American investor cocktail party held during Warren Buffett's Annual Shareholders Meeting in 2025, Jenny Xiao, a partner at Leonis Capital, highlighted a significant valuation bubble within the AI sector. She firmly believes that the AI companies truly worth investing in are those with deep roots in specific vertical fields, demonstrating stable growth and promising long-term prospects. These are not the trendy companies that merely chase fads. Jenny Xiao emphasized that the most promising AI investment opportunities are often found beyond the current trends, navigating economic cycles with resilience.