Phyrex|Feb 17, 2026 03:56
Since the beginning of the year, I've been super optimistic about the development of electricity in the U.S. With the widespread application of AI and robotics, electricity is the most fundamental asset underlying computing power. The greater the demand for AI, the bigger the electricity gap, and the competition for electricity becomes even more intense. Last time when I was in Thailand, I recommended some electricity-related stocks to many friends, and they've performed pretty well after the recent earnings reports.
In 2026, I personally plan to continue increasing my investment in electricity stocks. As for emerging markets, I'll mainly focus on Vietnam and India. Vietnam has taken over part of China's manufacturing industry, while India, now the world's most populous country, only needs to achieve 70% of China's past population dividend to do really well.
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