I still think it is best to wait and see what the market really wants. Maybe the market is being more cautious now, after a year of bull runs in 2025, everyone is sobering up and understanding that things cannot go up infinitely. I do believe that efficiency has to be the next point to be addressed, but will investors place enough emphasis to signal it. Efficiency both in terms of maximising whatever infrastructure (like how deepseek could do more with less, putting openai to shame) is available, and energy, where consumption has to be clamped down and considerations be made for energy generation (pivoting more into green energy etc.) too.
I think the most important layer is still the chip layer, either the manufacturer or the designer. Simply put, everything else is not important if the chip itself is not designed right or made right. An example is Apple, where they design and produce their own chips for the devices they sell, they are able to optimise it for the best power efficiency, giving them the option to increase battery life or have a smaller battery yet still keep up with competition.
This will only be a temporary bandaid, simply because the Iranian leaders have enjoyed so much of what they took from the people and the resources of the land and will not easily give up the riches that they fought so hard to hold on to. So the war either has to go on until usa/israel gives up, or the iranian leaders believe they can no longer hold on and flee with whatever gold and cash they can grab. Only until then will the pressure on oil fade, and I believe that will be at least a week, if not a couple of months. Just one week is enough for so much more pain, especially when markets keep trying to find hope by grasping at any perceived positive news to make gains, only to continue its descend the next day when the war rages on.
I believe it is a practical usage of AI but that's another huge sinkhole in terms of energy consumption. Then there is the privacy and security concern, in the long run, a big name player will learn to create a rival that users feel is less problematic. We will see if Openclaw is able to maintain its edge.
I think both have good fundamentals and are worth investing in, but the volatility can still drive them lower, especially if trump can't really bring the war to a close even though he declares it will end soon. The market just needs one flashpoint and everything will suffer a big slide.
If you believe trump, and think the war is about to end, it might be time to slowly back out of energy and fossil fuel. However, I am convinced that defence, aerospace, etc., will still have some room to grow, with the need to replenish stockpiles, sell to allies to update their defenses, and pivot harder into cheap attack drones as the next chapter of military strategy.
$Oracle(ORCL)$ For a company so insistent that it did not bite off more than it could chew, it sure looks like the figurative fire has gone out of control and is burning everything down. Oracle manufactured its own mess by trying to cash in on the AI investment hype by going its own route of being in this highly lucrative market - trying to build huge amounts of data centres now, with the expectations that demand will hit fast and hard, and they will then reap even more profits. It however could not do thing fast enough, nor keep up with the spending required. Larry Ellison (CTO of Oracle) is as slimy as corporate leaders can be, willing to do anything and sacrifice anyone for personal gains. This time it
$Tiger Brokers(TIGR)$ when you are ready to enter the relationship (both investing and love) you should know what you are getting into. You do not step up because someones person tells you it is a good buy, you learn more about the company or the potential partner. I recently saw a stock which had multiple people scammed by whatsapp chats telling them to buy, then ending up victims of a pump and dump. The crash happened on them and they are still trying to convince themselves it will be rocketing upwards, worse yet, someone was even trying to convince others to buy (likely to cover some of their losses?). How do you commit your (assumingly hard earned) money into something you have no real clue about? Look into the data, see what others say about
I am inclined to believe that it is a dead cat bounce, simply because there is more pain to come. Seeing reports, there are strong claims that Ali Khamenei's son is highly likely to become the next supreme leader (Mojtaba). Reports state that he is a hardliner, likely worse than his father, and this fact will instill more discomfort in Israel and Usa. This will push the pair to try to further pummel Iran into compliance with likely with more violence. Why more force? With the fact that Iran's attempt to expand the crisis into wider swathes of the middle east (with missiles and drones), as an attempt to push the other countries to pressure Usa to stop the war. Usa will see that they have to force the issue to prevent the new Khamenei from taking over and yet end the war, they will look to b