I've always felt ignorant about financial investments, relying on luck to stay in the market with trepidation; when confused, I binge-watch shows. Recently, a few old films gave me some inspiration:

1, "Person of Interest": Computing power, computing power, computing power; the core focus remains on $NVIDIA(NVDA.US)$Intel(INTC.US)$Broadcom(AVGO.US)

2, "iRobot": Intelligence first lands "hands" and "feet". Embodiment and scenarios, focus on warehousing and healthcare: $Symbotic(SYM.US)$Intuitive Surgical(ISRG.US) plus a small bet on $Irobot(IRBT.US) for home scenario observation.

3, "Mad Max": The smallest unit of civilization is electricity. In energy fluctuations, nuclear and fuel chains act as the immune system of the bottom position: $Oklo(OKLO.US)$Cameco(CCJ.US); traditional cash flow is partially distributed in $ExxonMobil(XOM.US)

Position preference: Computing power > Electricity ≈ Robotics (early stage). Treat stories as clues and positions as answers. Recorded here to remind myself: less noise, more patience.