---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38888123.md"
description: "Wow, regarding investment stocks to pay more attention to in 2026 (personal opinion, for reference only)Military-related (Recommendation index: 5 stars)(2026 is an important turning point for the US to reposition itself in the international situation and undergo strategic transformation. US hegemony will be demonstrated through military force rather than peaceful means)$Lockheed Martin(LMT.US) $RTX(RTX.US) Power-related (Recommendation index: 4 stars)$GE Vernova LLC(GEV.US) ,Gas turbine (the direction Musk just mentioned, should be good)He is not bullish on nuclear power because the cycle is too long, and even if we want to use it now, it's too late. So he is not optimistic about nuclear power in the short term, $Oklo(OKLO.US) but I believe nuclear power will definitely have its place in a few years, $Western Digital(WDC.US) (Recommendation index: 5 stars)So much data needs to be stored. The more powerful AI becomes, the more storage it will require, which will be astronomical. Those who understand computers know that the finished products processed by the CPU and memory need somewhere to be stored. You buy the CPU and memory, and when you turn on the computer tomorrow, the memory is still there, the CPU is still there, both in their initial state. But when the hard drive is full, you have to buy a new one in a few days. Hard drives are consumables, while the CPU and memory can be used as long as they don't break."
datetime: "2026-02-25T16:01:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38888123.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38888123.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38888123.md)
author: "[七宝泰迪熊](https://longbridge.com/zh-CN/profiles/19125682.md)"
---

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# Wow, regarding investment stocks to pay more atten…


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