2026 Market Outlook: Buy AI Infrastructure And Sell European Stocks
Seeking Alpha·2025-12-15 14:00

Group 1 - The focus is on identifying high-quality companies with a strong track record of capital reinvestment and impressive returns [1] - The ideal companies should demonstrate long-term capital compounding capabilities with a high compound annual growth rate, potentially delivering tenfold returns or more [1] - A long-term investment perspective is emphasized as a strategy to achieve higher returns compared to market indices in a rapidly changing investment environment [1] Group 2 - A conservative investment strategy is primarily adopted, with occasional pursuit of opportunities that present a favorable risk-reward ratio [1] - Investments are carefully considered and allocated proportionally within the portfolio to maintain overall stability [1]