It now appears the Dollar Stablecoin will be a key strategy for maintaining the dollar's global dominance, but whether or not this will work is another question. While BRICS have reportedly put their gold linked currency idea on hold, they are rapidly building an all digital payments system that bypasses the dollar, SWIFT, etc, and will possibly use gold to balance the periodic trade imbalances. We'll see what happens, but Dollar Stablecoin or not, the US debt bomb looms, and the new Trump budget shows that no debt solution is possible from DC.
The Dollar Stablecoin is going to happen either way, since it's key to the digital control grid and Social Credit Score system. The AI data centers are a key requirement, and reliable energy to supply them. So the Energy sector should be key, especially nuclear. Nuclear still has problems (proliferation, vulnerability to attack, etc), but the control grid / data centers need huge gobs of reliable electric power. That said, I'm still leery of the nuclear sector, and those stocks are no longer cheap.
Other energy areas like oil / gas are vulnerable to wild swings, oversupply, etc. Solar and wind depend too much on which political Party is in power, and the intermittent power that solar / wind produce doesn't fit the needs of AI data centers. Within the energy sector, Buffett has Chevron and Occidental, but I decided to pass on those for now.
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