Another thing is the AI application sector.

Recently, software stock valuations have been slashed severely.

This is not without reason. Agents can indeed perform many functions of software, so a large portion of the companies in that software ETF may never see their valuations recover in the future.

However, I believe a few companies will continue to monetize AI in the AI era, with strong certainty.

The first is Palantir $Palantir Tech(PLTR.US). I won't explain this much. I say I'm investing, you guys think it's speculation 😂. Among all the companies I've looked at, I think this one has the strongest certainty and is the hardest to disrupt. It's also a company with a very high barrier to understanding. Most people don't get it and just think it's the US government's favorite child 😂.

Next are: Microsoft and Meta, $Microsoft(MSFT.US)$Meta Platforms(META.US)

Among these two giants, Meta has already figured out the path to AI profitability. Its advertising business is backed by a lot of AI capabilities, as shown in the last earnings report. Microsoft actually has more than just software; it also has cloud and other businesses, and its software business is huge. Once Microsoft's AI infrastructure can interconnect all this software and Copilot's performance is optimized particularly well, monetization is just a matter of time. The commonality between these two giants is that their future Capex will be particularly large. So the premise of investing in them is that you believe: their massive Capex is just sacrificing short-term interests in exchange for longer-term gains.

I will still heavily invest in Palantir in '26.

If future cash flow is sufficient, I will consider building a position in Meta.

Happy New Year, bros. Wishing everyone prosperity.