Since last year, I have been recommending allocating funds to gold ETFs to hedge against uncertainty, but recently the geopolitical situation has become more complex. Simply focusing on gold is no longer enough; we need to look at opportunities in other US stock sectors.

Recently, I have invested in some energy-related stocks, such as Vernova, a business under GE. Why focus on it? The reason is simple—geopolitical conflicts have directly increased the global demand for energy security, and countries are re-evaluating their energy independence. Against this backdrop, SMR small modular reactor nuclear technology has suddenly become very popular because it can both address energy shortages and is relatively safe and controllable.

These trend-based investment opportunities are often found at the intersection of major events and long-term demand. With geopolitical risk catalysts and technological direction confirmation, they are worth paying attention to.