Why is it called slicing? Because it is not comprehensive. Writing comprehensively may take an immensely long time and content.
1 The deep question is, does money never sleep? Should the money within our capacity sleep? Gold and silver have not risen, the US dollar index has increased, the AI bubble is still growing while US stocks are 'weak', there is widespread pessimism about the expectation of war ending, and the actual impact of Middle Eastern products in industries like AI chips on Asia, including Korea, Japan, and Taiwan. Where will the funds go?
2 The theme that can be determined to continue this year is 'turmoil'. This year will decide the world pattern or investment paradigm for the next 3 to 5 years.
3 What can be determined is that the future of the world is fragmented; even if short-term repairs are made, it will not return to the past. Fragmentation will lead to a substitute supply chain within the fragmented pattern. This is an opportunity after the reshuffle.
4 The military buildup of AI will inevitably benefit the electric power and electric power technology industries, as well as related power generation sectors.
5 The ultimate winner of the arms race in LLM and AI applications is unknown, but the demand for chips and memory is known. It's not hard to find those capable of selling shovels. It’s a matter of timing for investment. We can chat about the perception of memory at some point (there has always been perception in large databases, ETH Hash, local large model building practices, and AI computing power practices).
6 The same goes for optical communication; solving bottlenecks is inevitable.
7 As long as there are potential 'enemies' (to be understood as opponents), or expectations of unresolved issues, military industry is an indispensable hedging tool.
8 The technological revolution may not have winners limited to oligopolies; pay attention to the success of small companies under the AI landscape and the emerging value paradigms in the capital market.