The PGI summit this time directly bundled AI, new energy, and critical minerals to push forward. G42 standing together with Microsoft at this level is not just for show.

New energy stocks in the A-share market are in shambles, but the U.S. market shows almost no reaction. I actually think this hasn't been truly priced in yet.

Tying AI and minerals so closely is essentially about finding leverage for a multi-polar supply chain. Once this line runs smoothly, data centers and resource ends will definitely have potential. I don't care about short-term movements, but I no longer see these targets as mere concepts—just waiting for the right data or order to break through this layer.

$Microsoft(MSFT.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Freeport Mcmoran(FCX.US) $ISHRS MSCI Glb Slct Met & Mining(PICK.US)