$Netflix (NFLX.US)$ Monopoly crisis

Folks, the waters of investing run deep—I’ve been navigating them for over a decade.From the Nasdaq bubble to the crypto winter, I’ve seen too many people get burned chasing highs and turn things around by bottom-fishing.In 2025, AI has taken off like wildfire, but remember: at the end of the day, AI’s backbone is energy, especially electricity. The nuclear energy sector, which had previously been battered like a roller coaster with heavy losses, began seeing substantial inflows from institutional investors in late October and November, signaling an increasingly solid bottom. Stay calm—This pullback isn’t a trap; it’s a golden opportunity provided by the market to accumulate at lower levels—gradually build positions and gear up for next year.Let’s proceed step by step, clarifying the logic: first, we’ll discuss core plays in nuclear energy, then move on to a Q&A on hot topics, followed by an analysis of the impact of Kevin Hassett, the new Fed chair, before concluding with regulatory tailwinds and trends in cryptocurrencies. Let’s dive in!
First Stop: Energy/Nuclear Technology – The “Rice Cooker” of AI
Don’t miss the rebound from the bottoming process.Nuclear energy isn’t science fiction—it’s the lifeline for AI data centers, electric vehicles, and manufacturing.A global electricity shortage is on the brink, and the U.S. has initiated a restart plan for nuclear power, with continuous policy incentives. This sector has undergone thorough consolidation earlier, leaving retail investors in despair, but the big players have recognized its potential:Exploding demand, insufficient supplyCapital inflows exceeded $10 billion in October-November, completing the bottoming process, with at least 100% upside potential by 2025.
$Terra Innovatum Global (NKLR.US)$NKLR: I’ve been tracking this stock for half a year, and it’s now fundamentally...

$Invesco QQQ Trust (QQQ.US)$Is it really that firm?Hope there are gains when I wake up; if not, I’ll clear my position. Reversing direction is quite normal.

Key Takeaways:
• Dow Jones Hits Record High as Investors Shift from Tech to Non-Tech Stocks
• US Government Shutdown Nears End as Fed Officials Signal Caution on Rate Cuts
• Malaysian Bourse Dips on Profit-Taking Despite Ringgit Strength
• Stocks to watch: VSTECS, SWIFT, etc.
🇺🇸Wall Street Summary
$S&P 500 Index (.SPX.US)$ 6,850.92 (0.06%)
$Dow Jones Industrial Average (.DJI.US)$ 48,254.82 (+0.68%)...

$Applied Digital (APLD.US)$ back to sleep it is for the day