The author expresses a bullish sentiment on AI infrastructure and physical applications rather than specific model companies, citing data that shows a collapse in token share for US models from Google, OpenAI, and Anthropic in favor of Chinese models like DeepSeek, Tencent, Xiaomi, and Minimax. To capture this theme, the author holds positions in compute and power assets $GLXY and $DMGI.NE, as well as physical AI via $BOT. The provided chart highlights a projected shift where Chinese open-weight models significantly gain market share on OpenRouter by June 2026.