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- US vs China AI; and Stocks at 52W Low
US vs China AI; and Stocks at 52W Low
While the US burns billions chasing AGI, China is weaponizing cheap AI to dominate global distribution. As tech valuations soar, AI bubble risks echo the dot-com crash. Smart investors are looking elsewhere: scooping up elite, undervalued businesses currently trading at 52-week lows. Is your portfolio prepared for what's next?
The US-Iran war is not coming to an end.
The Strait of Hormuz is still closed.
Brent Crude Oil is still above US$100/barrel.

S&P500 still progress and hit all-time high regardless.

The only reason is because AI investment theme is back after the temporary US-Iran ceasefire was announced. Investors under-estimated the growth of AI, and now investors turned bullish again after seeing the potential of AI Agent.
But the stock market is very selective right now, with markets in all time high, there are still a number of great businesses trading near 52W low.
In this article, I will share some thoughts on:
Different approach towards AI in China and US; and
Stocks trading at 52W low.
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