A strong trend is more worth fighting for than a weak trend; even in death, you should die on a strong trend.

Trends are often driven by scarcity, and because they are scarce, people rush to buy.

So, what is relatively scarce in the AI era?

(1) Energy: power generation assets, electricity rights, transmission and distribution assets, energy storage
(2) Metal resources and bulk raw materials: gold, silver, copper, aluminum, uranium, nickel, cobalt, molybdenum, tungsten, rare earth elements, etc.
(3) Semiconductor manufacturing: advanced process capacity (wafer fabs, semiconductor foundries), lithography capabilities, advanced packaging, GPUs, CPUs, memory, high-speed interconnects (optical modules, switching chips)
(4) Data and data centers: high-quality data, real estate, IDC operators, cooling systems, communication operators
(5) Chemical materials: photoresists, advanced packaging materials, thermal management materials, power and power device materials, key materials for data centers

Of course, Bitcoin is also relatively scarcer than fiat currency in the AI era and remains worth long-term attention.

Even in death, you should die on a strong trend!