Bullish on Meta as an AI agent beneficiary

During this morning's meeting, I discussed my outlook for next year: The high certainty is that the better the implementation of AI, the more expensive money becomes in the market, squeezing out speculative players and increasing the likelihood of short-term minor blowups. 1. Continue the mid-year assessment for the second half: Cash-cow software 2. Healthcare sector: Benefits from AI and has inherent defensive attributes; source of ALPHA 3. Semiconductors: Relatively low capital expenditure, mainly concentrated in Intel; source of BETA 4. Agents: $META, $GOOG, $AAPL, $QCOM - buy whichever is weakest The core logic is to buy companies that spend money, requiring a favorable RISK/REWARD ratio. Market sentiment towards individual stocks is relatively low, so otherwise, invest in those benefiting from AI, with stable cash flows, who would gain if an AI bubble bursts and API prices fall. Regarding asset allocation, watch bonds; when large tech interest rates exceed 7%, increase bond allocations. That's all for now. Over the next two months, I will adjust positions using market volatility.