Trump's second term has begun. We are still in the midst of impeachment, and it will take a lot of time and obstacles to get out of here and stabilize.
At Trump's inauguration, many big tech leaders attended and took the front row seats. The CEOs of Meta, Amazon, and Google were in attendance and sat right behind the Trump family, and TikTok, whose ban was suspended for 75 days, also attended.
What America's big tech companies want is to participate in the Trump administration's America First policy and create new rules centered around them. They want to preempt the rules of new industries that will lead the future, such as artificial intelligence (AI), space, autonomous driving, and advanced bio.
The day before his inauguration, Trump announced the so-called 'Stargate' project, which will invest $500 billion (approximately 718.5 trillion won) in AI infrastructure, and it is a plan to prioritize large tech stocks for this project, with three companies: OpenAI, Softbank, and Oracle establishing a joint venture called 'Stargate'.
President Trump did not announce the universal tariffs that were expected on his first day in office, and hinted at the possibility of implementing policies to suppress inflation. Therefore, our investment goals are also
- Friendly cryptocurrency environment: Major coins other than junk coins are likely to expand investment due to the reorganization of Bitcoin regulations.
- Withdrawal from the Paris Climate Agreement and the World Health Organization (WTO): Expanding shale gas field development, lowering oil prices, and strengthening regulations in Europe.
- Universal tariff policy: Expanding China's global supply chain by creating a domestic investment environment and reducing trade with China.
- America first over free trade (FTA): Lowering the proportion of the US and expanding third countries due to the possibility of a decrease in the trade surplus with the US.
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Thanks a lot