$Tesla(TSLA.US) After watching the recent Tesla FSD 14.1.2 video, there's no doubt that FSD is approaching full commercial use. In fact, without government regulatory barriers, it might already be deployed on a large scale, and the likelihood of it being more dangerous than human drivers is minimal. Full self-driving will revolutionize the socio-economic structure of humanity, as logistics efficiency has always been a fundamental element of commercial society. FSD could be the first to elevate this foundational element to a new level in the U.S. Right now, who in the East can step forward and claim they can do the same? Xiaomi? Li Auto? Or XPeng? Based on this assessment, there's no reason to be bearish on U.S. stocks. On the contrary, we should be more aggressive in betting on AI and AI applications. However, the challenge is that market pessimism is already intense—the Fed's indecisiveness, the U.S. government shutdown, and market panic have surged to unprecedented levels, with the fear index returning to: Fear, and trending toward Extreme Fear.