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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...
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...
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Major events of the week:
Related to the AI sector in the US stock market：
How can Google's TPU replace NVIDIA's GPU and continue the AI narrative? Demand shifts from model training to model inference.
Major model developers like Meta have started using Google chips. To be honest, the previous narrative dominated by NVIDIA has become outdated (or overvalued). The market needs a new narrative to speculate on. Google’s specialized chips offer cost advantages over NVIDIA’s chips, as NVIDIA’s chips, while versatile and highly functional, are expensive. In contrast, Google’s chips can be specifically tailored for products.
For instance, Sora previously incurred a loss of $100 for generating each short video. This led Sora to switch to Google (Google is also more cost-effective in terms of power consumption amid the electricity shortage in the US). However, this is not a zero-sum game; it merely indicates that NVIDIA’s dominant position has been challenged.
China surpasses closed-source US artificial intelligence models in market share within the open-source AI domain.
MIT: Downloads of China’s open-source AI models have risen to 17% globally, surpassing the 15.8% market share held by developers such as Google, Meta, and OpenAI.
In reality, the biggest profit driver for current US AI companies lies in stock appreciation and premium valuations. The ecosystem of China’s open-source models has impacted the financing logic of US AI companies, primarily due to the emergence of low-cost models like DeepSeek, which affects capital expenditure > construction of computing power centers >...
Related to the AI sector in the US stock market：
How can Google's TPU replace NVIDIA's GPU and continue the AI narrative? Demand shifts from model training to model inference.
Major model developers like Meta have started using Google chips. To be honest, the previous narrative dominated by NVIDIA has become outdated (or overvalued). The market needs a new narrative to speculate on. Google’s specialized chips offer cost advantages over NVIDIA’s chips, as NVIDIA’s chips, while versatile and highly functional, are expensive. In contrast, Google’s chips can be specifically tailored for products.
For instance, Sora previously incurred a loss of $100 for generating each short video. This led Sora to switch to Google (Google is also more cost-effective in terms of power consumption amid the electricity shortage in the US). However, this is not a zero-sum game; it merely indicates that NVIDIA’s dominant position has been challenged.
China surpasses closed-source US artificial intelligence models in market share within the open-source AI domain.
MIT: Downloads of China’s open-source AI models have risen to 17% globally, surpassing the 15.8% market share held by developers such as Google, Meta, and OpenAI.
In reality, the biggest profit driver for current US AI companies lies in stock appreciation and premium valuations. The ecosystem of China’s open-source models has impacted the financing logic of US AI companies, primarily due to the emergence of low-cost models like DeepSeek, which affects capital expenditure > construction of computing power centers >...
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$Ondas Holdings (ONDS.US)$ fly babyy
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