Thoughts on the 26-year investment theme

Theme 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)

- Robotics

This theme is closely related to $Palantir Tech(PLTR.US), continue to participate through PLTR

Theme 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 contracts

The 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