0xjz123456

A strong trend is more worth fighting for than a weak trend; even in death, you should die on a strong trend.
Trends are often driven by scarcity, and because they are scarce, people rush to buy.
So, what is relatively scarce in the AI era?
(1) Energy: power generation assets, electricity rights, transmission and distribution assets, energy storage
(2) Metal resources and bulk raw materials: gold, silver, copper, aluminum, uranium, nickel, cobalt, molybdenum, tungsten, rare earth elements, etc.
(3) Semiconductor manufacturing: advanced process capacity (wafer fabs, semiconductor foundries), li