Recently, I noticed an interesting trend among cryptocurrency influencers. Looking at a survey conducted by Korean influencer Joshua, influential KOLs in the crypto world are actively shifting toward the U.S. stock market.

Out of 120 respondents, feedback was received from 55 people, and about 50 of them are actually trading U.S. stocks, indicating this is not just a trend but a serious movement. The areas attracting particular attention are AI-related sectors and energy transition. It has become clear that AI influencers are reallocating their capital from cryptocurrencies to traditional stock markets.

Looking at popular stocks, Intel, Alphabet, Rocket Lab, AST SpaceMobile, and Amazon are mentioned. The "storage shortage" theory driven by the AI supercycle has become a major investment theme. There is also strategic interest in metals and energy sectors. Among AI influencers, it seems a structural view of the future of technology is forming, rather than mere speculation.

Regarding trading platforms, Interactive Brokers is the most preferred, followed by Robinhood. Although the survey has a limited sample size, it suggests that traders familiar with cryptocurrencies are definitely shifting their investment focus. The trend of AI influencers concentrating on AI, energy, and strategic resources may also influence future market sentiment.