Major exchanges, including Binance, are launching coin-stock contracts (perpetual contracts for stocks). This month's Greenland and silver events have raised my concerns about the capital market layout behind geopolitical issues. This is not investment advice; I'm sharing some U.S. stocks that I'm currently focused on (cryptocurrency slump 😭):

Military Industry: LMT / NOC / RTX

Computing Power: NVDA / AMD / AVGO

Energy, the ceiling of AI's traditional energy transition: CEG🪙

Recently very popular, key resources: Silver: SLV / HL

Rare Earth: MP

Uranium = AI's fuel + military fuel: CCJ / UUUU / CRML