Looking ahead to 2026, who will be able to capitalize on this wave of business dividends?

Here are two promising directions—

First is vertical integration in the chip industry. In response to long-term supply chain pressures, some tech giants are proactively breaking through technological barriers to build autonomous and controllable chip systems. Once this self-sufficiency achieves scale and cost optimization, it can become an absolute competitive advantage. This area is expected to perform beyond expectations.

Another area worth paying attention to is the rise of prediction markets. These decentralized platforms are turning predictions into real-time information streams. People bet on future events, leveraging market price mechanisms to aggregate collective wisdom—essentially using real money to validate opinions. Once participant engagement and trading depth increase, network effects will lead to explosive growth, creating wealth opportunities for a new wave of early participants.

These two tracks—one focusing on hardware infrastructure, the other on information hubs—are both worth long-term observation.