THE GEOPOLITICAL SWING TO THE AI BOOM.
📊 Markets are recovering, and behind this movement are two clear factors: international politics and the renewed enthusiasm for Artificial Intelligence.
🇱🇷 A strong signal came from the United States after Donald Trump confirmed that he had a "very good" call with the President of China.
They discussed agreements that, according to him, will benefit rural workers.
🇨🇳 Additionally, Xi invited him to Beijing in April and #TRUMP assured that he will also host the Chinese president in the United States later.
A TYPICAL CONTRAST IN HIS STYLE: he shifts from public confrontation to diplomatic rapprochement in a matter of days. This swing directly impacts market sentiment.
🤖 In parallel, the discourse about the #Aİ has shifted again.
Many who recently spoke of a bubble now wonder if we are facing the next great revolution.
🏢 Several companies in the sector rose more than 5% in recent days, driven by this sudden shift in optimism.
💥 In recent months, we have repeated the cycle of euphoria–panic–euphoria dozens of times: one day "everyone is buying luxury cars", the next "a global crisis is coming".
When sentiment changes, capital changes.
The investors who navigate this environment best are those who eliminate noise, observe fundamentals, and do not get carried away by headlines.
📌 In such markets, objectivity ends up being the most profitable advantage.
