After listening to Professor Fu Qiang's speech at NUS, one simple and clear long-term, certain opportunity emerged: the military industry. The US is relatively withdrawing, Europe and the Middle East are being forced to build their own defense systems, and Japan needs to convert its depreciating cash reserves into real security assets. Military spending has increased in every Trump term, and AI also needs a real-world application scenario that can support its scale and budget. Therefore, if you're still only seeing companies like PLTR and ORCL as SaaS providers and telling enterprise customer stories, you're missing the point.