UOB Thailand recommends investors maintain a 5–7% gold allocation for portfolio resilience while maintaining overweight positions in AI and technology stocks across US and Asian markets. The bank forecasts Thai GDP growth of 1.9% in 2026 (upgraded from 1.5%) and expects global gold prices to rise to $5,000 per ounce by 2027. The key insight is that the "next phase of AI is becoming physical"—requiring focus on infrastructure, power, cooling, and data movement rather than computing power alone. UOB cautions against AI bubble signs, noting the industry shows healthier fundamentals than the dot-com era, and advises diversification across multiple return sources.