Energy Crisis Part II?

Discussion on the impact of surging energy prices on bonds and stocks, the ineffectiveness of bonds as a diversifier, and alternative investment strategies. Analysis of the current state of energy supplies, including reliance on imports and potential release of oil from the US strategic petroleum reserve. Exploration of the relationship between energy prices and foreign exchange markets, advising individuals to invest in dollar assets during energy crises. Discussion on the vulnerability of countries reliant on energy imports and the relationship between being an energy bull and a tech bull in investment portfolios. Focus on the investment in AI rivals, the potential of AI to surpass the mobile market, and the emergence of massive winners in the AI industry.