Trump 2.0 : AI, Defense, Energy …

Economic-Security strategy for Trump 2.0

Core Industry supply chains that the United States must invest in; AI, Defense, and Energy

What is the real Trump trade? Find the assets that will Make America Great Again!

The U.S. option for enhanced Superpower

China’s challenge, America’s response.

It all started with Trump 1.0 : the US-China trade war. It started out as a trade war, but over time, we have come to recognize it as a competition for hegemony between the US and China. The anti-China push that began under Trump 1.0 was inherited by the Biden administration and is continuing under Trump 2.0.

• AI : Human can’t live without AI … “America must never lose sight of AI”

Today, humanity is living in the age of artificial intelligence. In the U.S.-China hegemonic race, one of the reasons for the U.S. victory is U.S.-led AI technology. The U.S. has a well-developed supply chain for AI, and government support and incubation will continue to emerge to maintain its technological edge.

Recent productivity gains have been driven by AI, and we expect it to continue to have a significant impact across all industries.

In order for the U.S. to lead the AI industry, the AI supply chain investments will be made in everything from AI semiconductors(such as HBM) to the infrastructure to run data centers to the manufacturing sector. We need to monitor the AI supply chain across the software, semiconductor, and robotics industries.

• Defense : A strong military is essential for a hegemonic nation

• February 2027, prepare for a possible Chinese invasion of Taiwan … the U.S. navy’s project 33 response and more
• NATO members to increase defense spending
• Donald Trump, “the U.S. shipbuilding needs South Korea’s help and cooperation”

The Biden administration’s call for a nuclear weapons buildup to counter security threats from China, Russia, and North Korea is a sign of the severity of today’s security environment, as the U.S. and Russia, two countries that have talked about nuclear disarmament since the Cold war, are once again talking about building up their nuclear forces. President Biden has allowed the U.S. made long-range weapons to hit the Russian mainland.

At the Zhuhai Airshow in China, the PLAAF’s newest J-35A stealth fighter jet was unveiled, while Russia’s SU-57 fighter jet was showcased and sales contracts were signed, demonstrating the closeness and competitiveness of the China-Russia aerospace industry.

The U.S. needs allies. Hanhwa Ocean has been winning MRO projects for the U.S. navy, including a contract to refurbish a U.S. navy logistics support ship in August and a refueling ship in November. Due to the decline of the shipbuilding industry in the U.S., the U.S. navy MRO business is expected to be partially taken over the South Korea and Japan shipbuilding industries, and the U.S. navy is paying attention to the technical capabilities of South Korea’s shipbuilders.

• Energy : crude oil & natural gas

We need energy to power everything. The U.S. oil and natural gas will be the fuel that keeps the U.S. in the game.

Economically driven, the U.S. oil and natural gas industry has one of the fastest productivity gains in the world due to its technological advantage. Today, the U.S. produces 13.3 million barrels of crude oil per day, 48% more than Saudi Arabia. Productivity gains in the U.S. oil, natural gas, and other energy industries are helping to strengthen manufacturing supply chains and stabilize prices as we transition to an era of electrification.

AI. Defense. Energy.

These industries are vital to maintaining the U.S. hegemony and are key investment sectors that will Make America Great Again!

THOTH Newsroom is the brand name of THOTH Investment’s English-language blog.

THOTH Investment is an economic and financial research company based in South Korea(Seoul) and Canada(Vancouver).