---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37373125.md"
description: "Thoughts on the 26-year investment themeTheme 1: AI, including AI hardware and applications, but I am more optimistic about the performance of AI applications, continue to hold $Palantir Tech(PLTR.US)$Alphabet(GOOGL.US)Theme 2: Reindustrialization, which can be further subdivided- Key element companies such as rare earths- Return of local manufacturing- Data center infrastructure (including Japanese and Korean investments in the US)- RoboticsThis theme is closely related to $Palantir Tech(PLTR.US), continue to participate through PLTRTheme 3: DeFi, mainly two directions- Genius Act promotes stablecoin payments to be cheaper, better, and faster- Agent Commerce, AI Agent-assisted payments based on smart contractsThe underlying infrastructure of stablecoins is ETH, and Agent Commerce is also mainly based on ETH smart contracts. This theme continues to participate through $BitMine Immersion Tech(BMNR.US)My position is relatively concentrated, not opening a supermarket. But each of the above themes has good opportunities worth exploring"
datetime: "2025-12-25T10:41:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37373125.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37373125.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37373125.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/37373125.md) | [繁體中文](https://longbridge.com/zh-HK/topics/37373125.md)


# Thoughts on the 26-year investment themeTheme 1: A…


### Related Stocks

- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)
- [Palantir Technologies Inc. (PLTR.US)](https://longbridge.com/en/quote/PLTR.US.md)
- [Bitmine Immersion Technologies, Inc. (BMNR.US)](https://longbridge.com/en/quote/BMNR.US.md)
- [BITMINE IMMERSION TECNOLOGIES INC (BMNRD.US)](https://longbridge.com/en/quote/BMNRD.US.md)
- [Direxion Daily GOOGL Bear 1X ETF (GGLS.US)](https://longbridge.com/en/quote/GGLS.US.md)
- [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/en/quote/GGLL.US.md)
- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)

## Comments (23)

- **我要自由6666 · 2025-12-29T06:55:32.000Z**: Thank you 🙏🙏🙏🙏🙏🙏🙏
- **价值哥的大迷弟 · 2025-12-29T01:42:03.000Z**: Heavily investing in a single stock really tests your psychological endurance, while opening a supermarket always feels more reassuring😂
- **夏风吹过少年城 · 2025-12-26T16:57:52.000Z**: Is there a chance to break even on the 80 options expiring on February 20th with a cost of 1.5? Now at 0.3
- **GreenAlpha · 2025-12-26T09:19:48.000Z**: Awesome
- **美股的交易员 · 2025-12-26T02:57:53.000Z**: Optimistic about A Ipltr, the current price is high
- **耄耋的交易員 · 2025-12-25T16:04:05.000Z · 👍 2**: I will switch the main line three to the space sector 🤓
- **RH哥哥 · 2025-12-25T15:46:02.000Z · 👍 1**: I'm going to do the same!
- **johnytl · 2025-12-25T15:21:33.000Z**: If it's about payment, CRCL seems better
  - **lyhalfway** (2025-12-26T00:42:51.000Z): Hmm Crcl is not bad either, stablecoins continue to grow, the entire sector will benefit
- **智慧君 · 2025-12-25T15:00:00.000Z**: 😁
- **自来也 · 2025-12-25T13:52:31.000Z**: Thanks for sharing
- **路壹飞 · 2025-12-25T13:26:51.000Z · 👍 2**: Merry Christmas🎄 Uncle Yaren, thank you for your companionship this year❤️
- **Chumchinyeung · 2025-12-25T12:20:27.000Z · 👍 2**: For AI applications, it is necessary to additionally invest in companies with solid implementation and good performance.
- **酥油饼幺二幺三八 · 2025-12-25T12:06:47.000Z**: On the main line of industrialization, what does Uncle Yaren think of Intel?😉
  - **lyhalfway** (2025-12-25T12:17:46.000Z): There is also a good chance, especially in connection with data center infrastructure
  - **酥油饼幺二幺三八** (2025-12-25T12:37:38.000Z): Yes, Intel occupies the two main channels of Uncle Yaren's evaluation😉
  - **GreenAlpha** (2025-12-26T09:20:29.000Z): Opportunity
- **林下叶知秋 · 2025-12-25T11:39:53.000Z · 👍 1**: Uncle, what's the yield in 26 years?
- **石来运转 · 2025-12-25T11:22:14.000Z · 👍 2**: Thanks for sharing, stay firm in your belief
- **零度热饮 · 2025-12-25T10:53:04.000Z · 👍 4**: Uncle Yaren, this is investing in Polaris 🤩
- **Lzz-HK · 2025-12-25T10:51:37.000Z · 👍 1**: Thanks for sharing, Yaren Uncle ☕️, Merry Christmas 🎄🎉
  - **lyhalfway** (2025-12-25T10:54:03.000Z): Merry Christmas🎄🎄
- **芝士卷 · 2025-12-25T10:43:39.000Z · 👍 1**: Save it first and then watch