From the beginning of the year until now, I have been very optimistic about the development of electricity in the United States. With the widespread application of AI and robots, electricity is the fundamental asset of computing power. The greater the demand for AI, the larger the gap in electricity supply becomes, making the competition for electricity even more obvious. Last time in Thailand, I recommended many electricity stocks to my friends, and they have performed well since the recent financial reports were released.

In 2026, I personally will continue to increase my investment in electricity stocks. Additionally, I will mainly focus on emerging markets like Vietnam and India. Vietnam has taken on some of China's manufacturing, and India, as the most populous country in the world, would be doing very well if it could achieve 70% of the population dividend that China once had.

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