Family holdings + national strategic assets, the power and capital game in the AI era is becoming increasingly transparent.

This article reveals that the Trump family owns stocks such as Dell and publicly advocates buying, leading to a surge in stock prices and triggering market manipulation concerns. OGE discloses that its holdings are mostly concentrated in targets related to national strategy, such as Dell, Intel, Nokia, etc., indicating the potential influence of government intervention. Dell's rapid growth in AI server demand, along with Intel, Nokia, and others, is driven by AI and optical communication. The article concludes by raising the question of which companies will make a comeback in the AI era.