Either go long on the left side or trade on the right side.

But the goal is to make money; the time horizons are different, and the focus should be on growth.

The left side pursues high odds: industries and targets with massive growth potential, those that reshape productivity, efficiency, and production relations, have strong narrative potential, align with their development cycle, and are ones you'd dare to add to during major dips.

For the next 3-4 years, it's undoubtedly space (from the Age of Exploration to outer space) + CRCL, MSTR (Beta odds: BTC from 5-6 to 20-25).

The right side pursues short-to-medium-term explosive moves after entry, like surfing, trying to stay on the wave, one after another. It requires consistently strong high- and medium-frequency fundamental data and earnings reports, performance validation, ample catalysts, high trading volume, and a structural bull market driven by concentrated capital.

This year, it's undoubtedly still AI hardware: storage + optical communication + semiconductor equipment and materials, unless major model vendors blow up, failing to pass on costs, leading to reduced capex, or unless there's a significant rate hike causing severe liquidity tightening.