$MP 260417 100 Call(MP260417C100000.US)
Rare earth will definitely be valued, just like the mainland values chips. In terms of a protracted war, this is a long process. Don't rush, build positions in batches.
Whether it's AI or electricity, the demand for copper will only increase. $Southern Copper(SCCO.US),
$Oklo(OKLO.US), the energy competition has already begun. Energy is the foundation of everything, and electricity is as important as oil. Unlike the mainland, the U.S. is not as convenient in doing things, such as infrastructure, and its power transportation is not advanced either. Nuclear power can solve many of the problems encountered. AI is particularly power-hungry, and nuclear power is the trend of the future, which no one can change. Unless there is a new way of energy supply, but there is no information in this regard at present.
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