On the 7th, Trump stated that the United States must buy Greenland due to so-called "economic security" and "protecting the free world". If Denmark refuses to sell Greenland to the United States, the tariffs on Danish products exported to the United States "will be very high". He also mentioned that he does not rule out using military force to seize control of Greenland and the Panama Canal.

In the past, the old man was not very fond of war... but the old man is more fickle than women... War is a blow to all financial assets. However, it is friendly to friends hoarding physical goods... No matter what happens, everything will eventually return to peace, and everything will get better.

Microsoft plans to invest 80 billion in computing power... OpenAI predicts that the singularity is approaching, and the energy and computing power demands of many companies are skyrocketing... The computing power we need in our pot requires more energy demand; the lower the computing power of the chip, the more energy it consumes, and the more energy-consuming products require thermal management systems... Perhaps this is the direction of investment this year.