The current consensus is to buy the dip. War doesn't change the long bull market. Focus on AI infrastructure, copper resources, and cyclical opportunities in BTC. AI infrastructure: VRT - the hidden champion in data center cooling/power AI cloud/computing power: CRWV, NBIS, SMCI - AI computing power services Copper/mining: FCX, SCCO, TECK, BHP, RIO, COPX - long-term bullish on copper demand Quantum computing: QBTS, RGTI, IONQ Flying cars: ACHR, JOBY - ramping up production capacity, advancing FAA certification Nuclear energy: SMR - AI data center power supply demand (12-month low) BTC: MSTR - the largest naked long on Bitcoin Emerging markets: GRAB - the Southeast Asian version of Meituan + Didi