The asia vets concept emerged at the end of 2022 with OpenAI's high-profile debut, going through the hype of large model GPU computing power and its upstream and downstream, then transitioning to the electrical utilities concept. Currently, hot software applications such as apps and PLTR have shifted the market focus from hardware to software.
It is undeniable that the mainstream hot stocks in the market now are electrical utilities (especially SMR and competitive power plants) and software. However, long-term investors can start laying out embodied intelligence (EAI) that combines hardware and software.
Embodied Artificial Intelligence (EAI) integrates artificial intelligence into physical entities such as robots, giving them the ability to perceive, learn, and interact dynamically with the environment. The biggest difference compared to previous robots isAI systems no longer rely on pre-defined complex logic to manage specific scenarios (code accumulation), but have evolved to learning mechanisms now (feeding data training), enabling them to continuously adapt to the operating environment
The concept's current biggest application scenarios are automated driving and humanoid robots (Androids).
Core concept stocks:Tesla $Tesla (TSLA.US)$(Regulatory easing completely reversed) The leader in automated driving and humanoid robots is the next Apple.   $Apple (AAPL.US)$! Next year, the stock most likely to compete with NVIDIA for the top spot in market cap.
nvidia $NVIDIA (NVDA.US)$...

From the Renaissance to the Age of Discovery, the discovery of plants and mineral resources in the Americas, integrating resources from each continent. The first and second industrial revolutions brought about mechanization and electrification, leading humanity out of the Malthusian Trap.Malthusian TrapThe third industrial revolution, the internet era, has connected a portion of the human elite class, maximizing efficiency. The era of mobile internet has basically integrated everyone on Earth together, but also encountered bottlenecks, reaching limits.
However, at the end of 2022, ChatGPT emerged, bringing hope to humanity. Through unlimited computing power, it can greatly improve individual efficiency and the overall ceiling of humanity at the same time, in order to become what is known as a Type I civilization (Kardashev Scale). Therefore, the future is the era of computing power and energy (electrical utilities).
Nvidia $NVIDIA (NVDA.US)$As a leader in computing power, to reach a market cap of five trillion, one needs to see the realization of Artificial General Intelligence (AGI). To achieve a market cap of ten trillion, one needs the realization of Artificial Super Intelligence (ASI). This is why the major internet giants, even though they currently don't see enough profits, are crazily constructing AI datacenters. They prefer to be ahead of the curve rather than fall behind, as this is an era of winner-takes-all.
General Electric (GEV) $GE Vernova (GEV.US)$Helped generate approximately globally30% of the electricity, ai data center needs stability...

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1. PDD Holdings: $PDD Holdings (PDD.US)$ Some may think the financial report will cause a drop, but looking at the distribution of call and put options, it's clear that most people are optimistic.
2. Nvidia: $NVIDIA (NVDA.US)$ Continue to increase positions, not predicting financial reports, not predicting stock prices, mainly for arbitrage, and add some put options for a perfect strategy.
3. NIO Xiaopeng: $NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ Occasionally playing in the short term is fine, but it's better not to play long term, it's exhausting and costly.