There is no need to worry about inflation now, for the effect of tariff war is not so much as anticipated. Bank of Japan raised interest rate and Federal Reserve cuts interest rate, it pushed up gold and silver, as well as stock market, but crypto falls. Even Warren Buffet also invests in Tokyo stock market and Nikkei go up to 50705 points, the highest level in the world.
In Macro Economics, the Space Superiority Order (The Express @ 20251222) and Pax Silica (The Express @ 20251216) proved the current AI trend is not a bubble, at most some over-estimation and still will grow steadily. The IPO of SpaceX in mid-2026 kicks off a new stage of Space Race and Mars Landing hotness, together with success in Full Self Driving and humanoid robot, AI is stepping out from computer and mobile to physical world in 2026.
The future is splendid and brilliant! However individual investors are in great headache, for too much potential stocks need to buy, but too little capital left in hand. It is a common problem for you and me, for he and she. We are not Warren Buffett or Cathy Wood, so must fix a new way in such a situation. The only way is to have deeper and broader research instead of copy trade. We must understand the big picture of economy first and then enter into individual industry like space industry and AI development and supply chains, the last is individual stocks.
For Space Economy, before touching the SpaceX should understand the Project Artemis, Project Apollo, Project Gemini and Project Mercury. For AI trend we have to under differences among CPU, GPU, TPU and ASIC (The Express @ 20251124). There will be strong competition among these giant stocks. NVDA still will lead the market, they purchased Groq to face the keen competition from the TPU and quantum computer of GOOG. The DGX cloud is developed to face AWS of AMZN. The OHISAMA Project of Japan got initial experiment of generating electricity from space and transmit back to earth, but too faint, only under 1kilowatt. It must be over 1kw in order to boil a kettle of water for coffee of a small family and thus will be considered successful. That’s why Elon Musk said he can do it very soon. But that this very soon may take 5 or more years for mass production of commercial usage. Developing data centre in space is a common target of those giants and will carry on. GOOG is having co-operation with META and AMZN. AAPL will use the GOOG Gemini. X.AI will have competition with Open AI.
Therefore, such keen competitions prove AI is not a bubble and will have sustain and continuous development. Don’t forget ORCL, it will rise with the purchase of TikTok. AVGO will have the function of NVDA of designing and also the function of TSM which is manufacturing chips. PLTR not only have a lot of co-operation but won a lot of government projects.
Now concerning computing power like quantum computer, everything need ultra-high speed, but what PLTR provides is not speed but accuracy, especially among enormous data must accurately to the point. PLTR is famous for finding out Bid Laden among numerous mobile monitoring. Laden himself did not use mobile; his messenger would not talk anything less people suspicious them on mobile. PLTR could not find out anything from conservation, but find out one number does not speak and turn off mobile always. Thus, incredibly fixed the location of Laden. TEM will be the trend of AI going to physical world, in the future, medical doctor will step aside and AI will take their place to prescribe medicine and operation also. For any disease, AI will compare with the whole nation and whole world and the family background to prescribe the most accurate medicine. Therefore, PLTR and TEM will not have anything concerning speed, but accuracy is above all.
Too many stocks need to buy, too limited capital indeed! Santa Claus Rally on the average can only give a rise of 1.3%, no use at all, but just make people happy during the festival period. No matter you want to invest in Space Industry or AI competition, it should be an investment for 5 to 10 years. Short term fluctuation is nothing but Dusk In the Wind. Market would not go in a straight line and we have to prepare for the golden pit and stand fast against all ups and downs. For all the above stocks, the harvest time should be in 2030 or even later.