2027 Vibe: Boss Luo, AI is the new Cold War. Stock market value management is like military spending, ammunition, and KPIs—success is the only option, failure is not. One day, if the U.S. completely wins, GPU, CPU, optical modules, storage, MLCC, power grids, and energy stocks will all skyrocket. If they can’t win, they’ll just keep printing money, issuing debt, and expanding computing power—no one dares to stop first anyway. Go all-in on AI infrastructure, leverage financing, and ideally, even the principal is borrowed. When it goes up, pledge it to cash out more; when it drops, average down to lower costs. The bigger the position, the stronger the computing power, the higher the leverage, the tougher the national destiny.