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On the 7th, Trump stated that the United States must purchase Greenland due to the so-called "economic security" and "protecting the free world" needs. If Denmark refuses to sell to the United States, the tariffs on products exported from Denmark to the United States will be very high. He also said that he does not rule out using military force to take control of Greenland and the Panama Canal.
In the past, old men were not fond of wars...but old men are more fickle than women...wars bring harm to all financial assets. But it's friendly to friends who hoard cash...no matter what they go through, everything will eventually return to calm and everything will get better.
Microsoft plans to invest 800 billion in computing power... OpenAI predicts singularity is approaching, with a sharp increase in energy and computing power demands from many enterprises... The computing power in our pot requires more energy demand, chips with lower computing power consume more energy, and products that consume more energy require thermal management systems... Perhaps this is the investment direction for this year.