Full mainline stock selection strategy The core logic is to Follow the money. I adjusted this stock selection logic; I don't want to overly focus on K-line charts and technical analysis to find stocks that would mess up the portfolio. Instead, I focus on Follow the money... to find out who can meet the demands of the largest demanders, which include the U.S. government and major corporations. That's right, where the money of the U.S. and the capital expenditures of the giants will flow. First, $mp rare earths align with the U.S. national strategic resource focus, and there is only one target: $mp. Data center construction involves several aspects: chips, $NVDA / $AVGO / $AMD, power stations: $VST, power grids: $GEV, thermal management: $VRT, engineering construction, the contractor driving a Land Rover Range Rover or a Toyota Land Cruiser: $FIX. Although it may seem like a lot of nonsense, as they have all risen significantly, I apologize, but I am indeed chasing the rise. Moreover, under this entire logic, I do not touch capital expenditure parties, such as $goog, $meta, $msft, $tsla, etc. They are the ones spending money, supporting this entire industry. These stocks are certainly good stocks; they just don't fit into my allocation logic. I only play the mainline and do not touch smaller side plots.