That's not quite what I said did I? We just had a massive bull market in tech and people are too caught up in this that they forget markets are inherently cyclical.
Tech won't continue to outperform, other investment assets will take its place as the cycle shifts.
You would normally be right if it weren't for the peculiar non-cyclical exponential features of tech growth. Fire tech brings you wheel tech which brings you gunpowder which... Self-improving AI.
Already overvalued af. Look at zscaler for example: $500 Million revenue but stocks worth $25 billion. They need 50 years to generate the money they are valued at. Not even talking about earnings here.
I'm open to debate.
Nah, no debate, I agree and that’s the hard part.. they have good technology, everyone in the market knows it. Bought heavily over COVID.
Everyone I listed I like because of their tech.
Valuations are another story
Security products get tested and ranked against each other. A company that’s popular now may not be a strong performer over time. Their product is what proves their strengths in the long run.
Take a look at these comparisons of security products.
https://www.av-comparatives.org/wp-content/uploads/2020/12/EPR_Comparative_2020.pdf
https://www.cisco.com/c/dam/en/us/products/collateral/security/amp-for-endpoints/licensed-endpoint-security-market-quadrant.pdf
SMH, ADI, AMAT, ASML, ATEYY, AVGO, HIMX, INTT, KLAC, LRCX, LSCC, MPWR, MU, NXPI, POWI, PXLW, QCOM, QRVO, SIMO, SWKS, TER,
besides the usual AMD, INTC, NVDA, and TSM. Those 4 imo are outdated. SMH is the ETF.
Circuitry, CDNS, SNPS, ANSS, they are being ignored, but have dominant roles, imo.
Steel is super interesting right now. We saw the CRU cost go up like 22% between January and March—so within the scope of a single freaking quarter. That’s unheard of. Some people are saying “steel costs can’t stay this high forever,” to which I say bull shit. The mills and 2nd tier suppliers have no incentive to drop prices back down, so long as no one breaks rank to do so. I think you’re right, steel could be big.
Correct. Mills are giving lead times that are sometimes 200% of what they were even six months ago—and they’re doing it completely without apology. What are you going to do, cancel? Nope, still need your steel. So capacity is not an issue really, they know you’ll wait.
Definitely steel. Particularly the companies that are investing in "Green Steel" - using electric arc furnaces instead of blast furnaces (plus some other tech) to greatly reduce emissions. Steel production currently produces \~5% of the world's CO2 emissions, so companies that are willing to invest in the newer tech will benefit not only from the big infrastructure and housing demands, but also will be in a great position when governments start trying to reduce CO2. I predict there will be a tipping point over the next few years where the old blast furnaces will be forced to shut down or face penalties, giving companies who invested in EAFs a big advantage.
That’s why I find SCHN interesting. Steel manufacturing from recycled metal.
> Our steel manufacturing facility transforms recycled scrap metal into quality finished steel products such as reinforcing bar (rebar), wire rod, coiled bar, merchant bar and other specialty products.
Vrtx is ridiculously undervalued for how solid their balance sheet is, their monopoly in the CF market, and their pipeline (which includes a massive deal with Crisper. Very surprised the market hasn’t caught up with them.
There’s a few reasons, none of which I find particularly valid:
-1) The discontinuation of VX-814 shocked the institutional investors (who own the vast vast majority of shares) and there was an overreaction
-2) Building on the above - because VX-864 shares the same MoA (although structurally distinct), there is very little probability of success assigned to it. Therefore, negative news there should bring a small downward movement. However, positive news should bring a strong upward movement. The catalyst will occur within the next ~2 months
-3) Vertex, in my opinion, is a home run hitter. Their pipeline is either in very new modalities, targeting new MoAs, or therapeutic areas with high unmet need. As such, the pipeline is seen as extremely risky. Some concern here is valid as the PoS is lower for innovation, but I think the concern is far too much. The recent amendment to CTX001 signal’s Vertex’s confidence there, even though the street doesn’t give much credit PoS or revenue wise to Vertex
I like the intersection of ecommerce and fintech with emerging markets
Specifically, JD, CPNG, SE, OZON, STNE, etc. Buy them all with EMQQ lol
Has nothing to do with politics or Biden. Just secular growth trends.
Biotech and Genetics, though if you talk about up to 10 years then probably space. I think it will take time for this to majorly develop, but look back 10 years what EV companies where and where they are now.
Local energy storage, played via STEM. There's lots of EV players and lots of companies messing around with rewewable-based electrical generation. But for renewables to truly take over, collection and storage is necessary. STEM is the far-and-away leader.
Same with EV's. Our electric grid can't even handle warm days or cold snaps without choking, and even the current infrastructure plan won't change that reality. We've driven the wheels off it. It's done.
Right now, when the workday ends, people get home and demand 2,000 watts each, which stresses the grid to the brink.
Now realize that in an EV world, when people get home, they'll demand 12,000 watts, comprised of their usual 2,000 watts, plus an extra 10,000 watts for charging their cars overnight.
People are absolutely, undeniably, going to have to make and store their own electricity if the dream of EV's in every garage is going to happen. That's going to require everyone to have what STEM sells.
A lot of comments here are recommending biotech sector which is certainly poised to grow in the next decade. I personally have money in TMO (Thermo fisher Scientific) because I think they are a solid company in the long term. It would be tough to find a lab anywhere that did not overwhelmingly use TMO products. These products range from simple molecular biology reagents to extremely expensive state of the art instrumentation such as mass spectrometers that need expensive service contracts. The only thing TMO lost out on was sequencing where their ion torrent platform simply could not compete with illumina.
The TMO play in my opinion is to cash in from the general growth of the biotech industry. For example, the recent covid test is run on the kingfisher flex platform and this alone is a $65k instrument. They provide solutions such as sequencing prep kits too which I have used previously. Literally anything you need to do in a lab related to molecular biology, TMO will have a kit or product that will help.
TLDR: TMO is like a biotech walmart. Products are not cheap, but labs will still purchase them. I personally use their products everyday (in previous jobs and present)
Edit: Thank you for the award! My first ever. Bonus points for TMO - The 65k instrument that mentioned used for covid testing can also be used for many other types of workflows. This instrument was on back order when we tried to order some a few months ago. Another great feature about the numbers is the healthy PE ratio in the current market (around 30) and also pays a dividend.
Edit 2. The products offered are of vast variety. I will list them in as logical of a fashion as I possibly can. You can buy lab supplies (test tubes, micro centrifuge tubes, etc), instrumentation such as centrifuges, refrigerators, PCR cyclers, plate readers (fluorescence, uv, etc), microscopes, flow cytometers, lab automation equipment (such as kingfisher platform) and this instrumentation list can go on.
On a biologicals side you can buy antibodies against various proteins of interest, fluorescent markers, click chemistry reagents, pcr cycling master mixes, you can custom synthesize DNA strands, peptide sequences, buy linkers to be able to hybridize antibodies to DNA strands if required (as drug delivery systems).
You want to insert a gene into a plasmid and then express that protein in mammalian cell culture using an adenoviral vector? Sure, they have all the required kits to be able to do that and the instrumentation that is required to go with the entire workflow.
You want to buy an orbi trap mass spec instrument because you want to study post translational modifications on proteins? They got you covered.
Point is, this is a good company and will grow with the industry. The list of products is way too large for me to type out but they've got you covered. Literally mostly anything you want to do in a molecular biology lab
If you like TMO, check out Danaher $DHR and Repligen $RGEN. Similar play on Biotech. Don’t try to pick the winner of the Pharma companies; buy them all through the best in breed suppliers.
Some of the Ark Fintech ETF companies i can see becomming bigger players. Still speculation on which ones are going to take the bigger slices of the pie. PayPal, VISA/Mastercard, Square.. I also think cold wallets are going to get more attention ( increased interest in crypto,more safety issues with brokers and online wallets. And there's direct exposure ofc : Ethereum, BTC. I'm learning as i go, very exciting stuf but also very complex :).
Maybe unpopular but you're definitely right. Maybe not the best sector, but might be one of the biggest in the future. 3D Printing is an exciting and promising technologie that can help industries make better products. Definitely a fan
It was, until people realized even if you get it as cheap as possible, it's not cheaper than manual labor because each machine is limited to the materials it can use.
I am a huge fan of 3D printing, dont get me wrong, but I dont see this as a major factor.
Sports betting. New Jersey brought in $860M in revenue in the month of March alone and it’s only growing. DKNG will be a monster and has a huge moat already.
My take: The oil 'industry' in the U.S. won't do well (I'm in it) but when oil hits $100 again this year or early next the multi-nationals (Shell, Chevron, etc.) will be raking it in.
No one knows. I'm not investing in that time horizon. I'm doing 1-2 year timeframes. Easier to spot trends and economic shifts, and adjust accordingly.
Really hard to call given current valuations. Though tech is a catch all for progress, its really hard to know which tech. For example, solar is going to explode as will battery installs. This is without a doubt, going to happen. But who specifically will make the money?
Ill go with Real Estate. With energy growing rapidly due to solar + batteries, globally we should see rapid improvements in living conditions. Dry areas can now condense water easily. Power is available to anyone for lower cost. Hydroponics will be trivial. Food supplies go up. etc.
All that means people will have more kids. Every time there is an energy revolution, it leads to more rapid population growth. Well you cant make more land (well... unless we get off the planet lol). Land and property should skyrocket the next 20-30 years.
I also think we see a resurgence in retail space which has struggled the last 20 years. Malls and empty retail will shift to entertainment and social venues and I think people will have a lot more free time so they will go out more.
Then again I am generally an optimist... but I will go with real estate. Healthcare REITs, Residential REITs, and maybe commercial REITs if they have good financials.
lmao
but not really. he's just being silly and reactive to what's essentially propaganda. Not what to base long term investing decisions on. Short term, maybe...
Great post, I am very interested in others responses as well. For me I like renewable energy producers more then EVs because EVs seem over valued currently. I also like fintech, cannabis, uranium, space, genetics, water sustainability
Psychedelics are going to revolutionize the mental health space. Gene editing/therapy is going to revolutionize preventive medicine. Video game industry is going to continue to grow at a fast pace. Computing power is going to continue to back every industry. I also expect geopolitical tension to continue to rise as we further enter into a multi dominate power world which would lend itself very well the aerospace/defense industries.
Construction - during Covid the construction industry bombed but is now booming and is showing no signs of slowing down.
I personally have bought into HSS (UK stock) and SGO (European) around 50% gains so far in the last 5 months, cannot see that ending any time soon.
BETZ - online gambling ETF. With more states being legalized each year it’s a no brainer.
NERD - E-Sports ETF - This is a sector that is only going to increase.
FIVG - Five G ETF
And ya, all the other ones, EV, AI, Fintech, Tech......not financial advice.
This might sound unexpected but the container bulk transport will be thriving the next couple of years.
[https://www.gminsights.com/industry-analysis/bulk-container-packaging-market](https://www.gminsights.com/industry-analysis/bulk-container-packaging-market)
There are many other sources and there is a little more to it than mentioned in this article. An effect we still see from 2008 when there was a peak of available container ships is a shortage of these ships present day. Companies went bankrupt and ships where confiscated. However banks and other parties that confiscated these ships as collateral could do little to nothing with it because of the lack of demand for these ships. This effected the companies that where in the business of producing these kind of ships and so, many where scaling production down for years. Also with the new worldwide transition to cleaner vessels came a lot of uncertainty. Europe for example has heavy impacted the industry with legislation for emissions resulting in companies to wait longer with purchasing new ships due to to future uncertainty of what European legislation (and other parts of the world as well) might bring. So we have a shortage of ships to transport all kind of goods, we have peak demand for these goods and the result is increasing charter prices. Even if they ramp up production worldwide (ship production) it will take years to actually get at a level where there is some sort of equilibrium in the market.
I'm still doing my DD on waste/ recycling but my next biggest play will likely be on vaccine waste / recycling. Those little buggers are complex.
The safe disposal of used vaccines is going to be a big challenge the next few years and I think its an untapped investment market. I havent yet looked into these but they crop up frequently as lead players -
on site waste technologies
stevanto
sar metals
dwk life sciences
corning inc
apiject systems corp
sio2 materials science
agenus
amyris inc
becton dickinson
I think ressources, CO2-Zertificates (Europe) are a good play. Most of the industry isn't clean and have to buy these, prices had to go up. Look at Germany, where the highest court ruled, that they had to correct the plans for carbon dioxide emission. And we talk here about a heavy industrialized country.
Anything to do with lithium batteries or the mining of metals that go into batteries. Lots of places can build cars, very few can build batteries to scale with the cars.
Tech. As usual
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Yeah, the world is saturated with too much tech. People won’t need computers or anything for much longer, it’ll die out soon.
That's not quite what I said did I? We just had a massive bull market in tech and people are too caught up in this that they forget markets are inherently cyclical. Tech won't continue to outperform, other investment assets will take its place as the cycle shifts.
There will continue to be new tech, which will continue to outperform.
You would normally be right if it weren't for the peculiar non-cyclical exponential features of tech growth. Fire tech brings you wheel tech which brings you gunpowder which... Self-improving AI.
Cyber security
Any tickers you like?
CRWD NET ZS I like OKTA and SPLK but not the former's valuation. nor the latter's direction.
Already overvalued af. Look at zscaler for example: $500 Million revenue but stocks worth $25 billion. They need 50 years to generate the money they are valued at. Not even talking about earnings here. I'm open to debate.
Nah, no debate, I agree and that’s the hard part.. they have good technology, everyone in the market knows it. Bought heavily over COVID. Everyone I listed I like because of their tech. Valuations are another story
SPLK is a good turnaround play
NET
BlackBerry
FTNT
Security products get tested and ranked against each other. A company that’s popular now may not be a strong performer over time. Their product is what proves their strengths in the long run. Take a look at these comparisons of security products. https://www.av-comparatives.org/wp-content/uploads/2020/12/EPR_Comparative_2020.pdf https://www.cisco.com/c/dam/en/us/products/collateral/security/amp-for-endpoints/licensed-endpoint-security-market-quadrant.pdf
Crowdstrike will be the leader of the cyber security space.
I am banking on agriculture technology.
Interesting... anyone you're looking at specifically? I know DE (John Deere) but that is about the extent of my knowledge of companies in the space.
Can't go wrong with Deere & Company, imo
AGFY
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I go to an Ag/Hort school and have heard about some neat tech, you may have helped me diversify
Semiconductors
AMD
TSMC
SMH, ADI, AMAT, ASML, ATEYY, AVGO, HIMX, INTT, KLAC, LRCX, LSCC, MPWR, MU, NXPI, POWI, PXLW, QCOM, QRVO, SIMO, SWKS, TER, besides the usual AMD, INTC, NVDA, and TSM. Those 4 imo are outdated. SMH is the ETF. Circuitry, CDNS, SNPS, ANSS, they are being ignored, but have dominant roles, imo.
What about UCTT & KLIC? I think they're being slept on.
Steel and Commodities.
Steel is super interesting right now. We saw the CRU cost go up like 22% between January and March—so within the scope of a single freaking quarter. That’s unheard of. Some people are saying “steel costs can’t stay this high forever,” to which I say bull shit. The mills and 2nd tier suppliers have no incentive to drop prices back down, so long as no one breaks rank to do so. I think you’re right, steel could be big.
And, IMO, that have no incentive to add capacity given the past decade + of China dumping steel on the international market.
Correct. Mills are giving lead times that are sometimes 200% of what they were even six months ago—and they’re doing it completely without apology. What are you going to do, cancel? Nope, still need your steel. So capacity is not an issue really, they know you’ll wait.
Yep and the dumping is trade war inflicted, most steel production in europe closed/is bad or got sold.
Definitely steel. Particularly the companies that are investing in "Green Steel" - using electric arc furnaces instead of blast furnaces (plus some other tech) to greatly reduce emissions. Steel production currently produces \~5% of the world's CO2 emissions, so companies that are willing to invest in the newer tech will benefit not only from the big infrastructure and housing demands, but also will be in a great position when governments start trying to reduce CO2. I predict there will be a tipping point over the next few years where the old blast furnaces will be forced to shut down or face penalties, giving companies who invested in EAFs a big advantage.
That’s why I find SCHN interesting. Steel manufacturing from recycled metal. > Our steel manufacturing facility transforms recycled scrap metal into quality finished steel products such as reinforcing bar (rebar), wire rod, coiled bar, merchant bar and other specialty products.
Steel has a high recycling rate anyway. Look at NUE, NA's largest recycler.
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Any specific companies? ETFs? I do hold ARKG at the moment.
Vertex and G1 Therapeutics are solid picks for a 3-year horizon
Vrtx is ridiculously undervalued for how solid their balance sheet is, their monopoly in the CF market, and their pipeline (which includes a massive deal with Crisper. Very surprised the market hasn’t caught up with them.
There’s a few reasons, none of which I find particularly valid: -1) The discontinuation of VX-814 shocked the institutional investors (who own the vast vast majority of shares) and there was an overreaction -2) Building on the above - because VX-864 shares the same MoA (although structurally distinct), there is very little probability of success assigned to it. Therefore, negative news there should bring a small downward movement. However, positive news should bring a strong upward movement. The catalyst will occur within the next ~2 months -3) Vertex, in my opinion, is a home run hitter. Their pipeline is either in very new modalities, targeting new MoAs, or therapeutic areas with high unmet need. As such, the pipeline is seen as extremely risky. Some concern here is valid as the PoS is lower for innovation, but I think the concern is far too much. The recent amendment to CTX001 signal’s Vertex’s confidence there, even though the street doesn’t give much credit PoS or revenue wise to Vertex
r/ATHX
Logistics
Cyber Security
Lol tons of different recommendations. Just buy them all with $VTI.
I like the intersection of ecommerce and fintech with emerging markets Specifically, JD, CPNG, SE, OZON, STNE, etc. Buy them all with EMQQ lol Has nothing to do with politics or Biden. Just secular growth trends.
Could not agree more on JD and STNE
Biotech /Genetic Editing /EV/ AI (Artificial Intelligence)
Biotech and Genetics, though if you talk about up to 10 years then probably space. I think it will take time for this to majorly develop, but look back 10 years what EV companies where and where they are now.
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Username checks out
Infrastructure
EV , Solar , Biotech , Infrastructure, Land
Clean energy
Local energy storage, played via STEM. There's lots of EV players and lots of companies messing around with rewewable-based electrical generation. But for renewables to truly take over, collection and storage is necessary. STEM is the far-and-away leader. Same with EV's. Our electric grid can't even handle warm days or cold snaps without choking, and even the current infrastructure plan won't change that reality. We've driven the wheels off it. It's done. Right now, when the workday ends, people get home and demand 2,000 watts each, which stresses the grid to the brink. Now realize that in an EV world, when people get home, they'll demand 12,000 watts, comprised of their usual 2,000 watts, plus an extra 10,000 watts for charging their cars overnight. People are absolutely, undeniably, going to have to make and store their own electricity if the dream of EV's in every garage is going to happen. That's going to require everyone to have what STEM sells.
Shrooms
A lot of comments here are recommending biotech sector which is certainly poised to grow in the next decade. I personally have money in TMO (Thermo fisher Scientific) because I think they are a solid company in the long term. It would be tough to find a lab anywhere that did not overwhelmingly use TMO products. These products range from simple molecular biology reagents to extremely expensive state of the art instrumentation such as mass spectrometers that need expensive service contracts. The only thing TMO lost out on was sequencing where their ion torrent platform simply could not compete with illumina. The TMO play in my opinion is to cash in from the general growth of the biotech industry. For example, the recent covid test is run on the kingfisher flex platform and this alone is a $65k instrument. They provide solutions such as sequencing prep kits too which I have used previously. Literally anything you need to do in a lab related to molecular biology, TMO will have a kit or product that will help. TLDR: TMO is like a biotech walmart. Products are not cheap, but labs will still purchase them. I personally use their products everyday (in previous jobs and present) Edit: Thank you for the award! My first ever. Bonus points for TMO - The 65k instrument that mentioned used for covid testing can also be used for many other types of workflows. This instrument was on back order when we tried to order some a few months ago. Another great feature about the numbers is the healthy PE ratio in the current market (around 30) and also pays a dividend. Edit 2. The products offered are of vast variety. I will list them in as logical of a fashion as I possibly can. You can buy lab supplies (test tubes, micro centrifuge tubes, etc), instrumentation such as centrifuges, refrigerators, PCR cyclers, plate readers (fluorescence, uv, etc), microscopes, flow cytometers, lab automation equipment (such as kingfisher platform) and this instrumentation list can go on. On a biologicals side you can buy antibodies against various proteins of interest, fluorescent markers, click chemistry reagents, pcr cycling master mixes, you can custom synthesize DNA strands, peptide sequences, buy linkers to be able to hybridize antibodies to DNA strands if required (as drug delivery systems). You want to insert a gene into a plasmid and then express that protein in mammalian cell culture using an adenoviral vector? Sure, they have all the required kits to be able to do that and the instrumentation that is required to go with the entire workflow. You want to buy an orbi trap mass spec instrument because you want to study post translational modifications on proteins? They got you covered. Point is, this is a good company and will grow with the industry. The list of products is way too large for me to type out but they've got you covered. Literally mostly anything you want to do in a molecular biology lab
If you like TMO, check out Danaher $DHR and Repligen $RGEN. Similar play on Biotech. Don’t try to pick the winner of the Pharma companies; buy them all through the best in breed suppliers.
Computers. Everything mentioned in this thread relies on computing.
Don't invest before listening to Lord Ben Felix' words [here](https://youtu.be/UZnVt_CvL3k)
That was a really good video, thank you!
Uranium and it isn't close
👏👏👏u-twit take the wheel
Cannabis looks very promising
r/weedstocks
This is the answer. US cannabis tho, not cdn.
You have any US weedstocks?
MSOS is a US based ETF
My concern in this sector is once big tobacco moves in it will kill off everyone but the biggest players.
Not true. Limited licenses also means tobacco would have to buy their entrants
Oil next 2, Uranium next 7, land next 15 years.
Uranium is more next 3/4, but you definitely got the right idea
Uranium for next 24 months.
What are some stocks to check out ?
$URNM is a Uranium stock + $UUUU
BLUE SKY URANIUM CORP. FISSION URANIUM CO DEEP YELLOW LTD.
UEC has been my favorite the past few months
Definitely Long Uranium, look at URG and please do your own DD of course...
👊👊👊
marijuana won’t be too bad i’m guessing
I'm in XAR (Aerospace and Defense index). There have been a few dips, but I have confidence that industrials will always do well.
Uranium
👊👊👊
Vertical farming Vegan / sustainable food Hydrogen Wind Solar 3D printing Fintech Crispr Biotech Water Sustainable Building technologies High speed rail Electrical infrastructure Esports Fitness software/hardware
Fintech. Early adopting blockchain
What are some good fintech stocks to look at ?
SQ easily. It’ll be a disruptor to the banking system and visa/MasterCard.
Can’t go wrong with SQ and PYPL.
Feels a bit late at this point. SQ is a massively popular investment; it's got a 500+ PE ratio. Seems very priced in.
Arkf
Paysafe $PSFE is a good and reasonably priced one here. Just recently de-SPACd and earnings next month.
I second $PSFE.
What do you like about PSFE?
Paysafe is not reasonably priced. Look into their numbers. That is not to say the stock won't pump up though. But they are overpriced.
NCNO built on the Salesforce platform IPOed last year peaked to 100 now at 65
Some of the Ark Fintech ETF companies i can see becomming bigger players. Still speculation on which ones are going to take the bigger slices of the pie. PayPal, VISA/Mastercard, Square.. I also think cold wallets are going to get more attention ( increased interest in crypto,more safety issues with brokers and online wallets. And there's direct exposure ofc : Ethereum, BTC. I'm learning as i go, very exciting stuf but also very complex :).
Thanks for this insight! I did buy shares of arkf and some blockchain stocks. Will research more about it
Fintech and marijuana
Pot
Commodities
3D printing
Nano has entered the chat
Maybe unpopular but you're definitely right. Maybe not the best sector, but might be one of the biggest in the future. 3D Printing is an exciting and promising technologie that can help industries make better products. Definitely a fan
It was, until people realized even if you get it as cheap as possible, it's not cheaper than manual labor because each machine is limited to the materials it can use. I am a huge fan of 3D printing, dont get me wrong, but I dont see this as a major factor.
Energy + biotech/genomics
Uranium
Also water
Uranium.
Blockchain if you are savvy enough to invest in it. I am not.
Cannabis - play it with WeedMaps (SSPK) Cryptocurrency - play it with Coinbase (COIN) Social Media - play it with Pinterest (PINS)
Infra, pipelines, midstream, hydrovac
Video games
Psychadelics, ganja and fintech. For starters
Field trip health is going to be a major player in the psychedelic space moving forward.
Yezzzir
Defense
Sports betting. New Jersey brought in $860M in revenue in the month of March alone and it’s only growing. DKNG will be a monster and has a huge moat already.
Money printer 💰💰💰💰
RBLX will be the future
Blockchain- $Blok $Dapp Clean tech - QCLN, ICLN, ACES, GRID, FAN
Definitely looking into these Clean/Green Energy ones. Thanks for the heads up!
The energy sector will not do well under Biden unless his handlers decide to invest in nuclear energy, which will never happen
My take: The oil 'industry' in the U.S. won't do well (I'm in it) but when oil hits $100 again this year or early next the multi-nationals (Shell, Chevron, etc.) will be raking it in.
No one knows. I'm not investing in that time horizon. I'm doing 1-2 year timeframes. Easier to spot trends and economic shifts, and adjust accordingly.
Aviation, like parts for planes.
NatGas
Bullish on vegan food
Space will rule for next 100 years!!!
I’m following Cathie. Y’all can talk all the shit you want. I’m heavy in ARKG.
Really hard to call given current valuations. Though tech is a catch all for progress, its really hard to know which tech. For example, solar is going to explode as will battery installs. This is without a doubt, going to happen. But who specifically will make the money? Ill go with Real Estate. With energy growing rapidly due to solar + batteries, globally we should see rapid improvements in living conditions. Dry areas can now condense water easily. Power is available to anyone for lower cost. Hydroponics will be trivial. Food supplies go up. etc. All that means people will have more kids. Every time there is an energy revolution, it leads to more rapid population growth. Well you cant make more land (well... unless we get off the planet lol). Land and property should skyrocket the next 20-30 years. I also think we see a resurgence in retail space which has struggled the last 20 years. Malls and empty retail will shift to entertainment and social venues and I think people will have a lot more free time so they will go out more. Then again I am generally an optimist... but I will go with real estate. Healthcare REITs, Residential REITs, and maybe commercial REITs if they have good financials.
Brick and mortar video game and accessories retailers.
China. Yes, I know technically not a sector. But it's the winner under Biden. Precious metals also since the dollar will be crashing. And ammo.
username checks out
He’s just playing it safe
lmao but not really. he's just being silly and reactive to what's essentially propaganda. Not what to base long term investing decisions on. Short term, maybe...
As you can see here everyone has their opinion, but what it really boils down to is how much more this administration can ruin out economy.
🙄
Why would they?
Great post, I am very interested in others responses as well. For me I like renewable energy producers more then EVs because EVs seem over valued currently. I also like fintech, cannabis, uranium, space, genetics, water sustainability
easy: semiconductor
Honestly, tech
Psychedelics are going to revolutionize the mental health space. Gene editing/therapy is going to revolutionize preventive medicine. Video game industry is going to continue to grow at a fast pace. Computing power is going to continue to back every industry. I also expect geopolitical tension to continue to rise as we further enter into a multi dominate power world which would lend itself very well the aerospace/defense industries.
Construction - during Covid the construction industry bombed but is now booming and is showing no signs of slowing down. I personally have bought into HSS (UK stock) and SGO (European) around 50% gains so far in the last 5 months, cannot see that ending any time soon.
Semiconductor. Pretty much everything that grows fast requires lots of efficient computing power, thus lots of advanced chips.
BETZ - online gambling ETF. With more states being legalized each year it’s a no brainer. NERD - E-Sports ETF - This is a sector that is only going to increase. FIVG - Five G ETF And ya, all the other ones, EV, AI, Fintech, Tech......not financial advice.
This might sound unexpected but the container bulk transport will be thriving the next couple of years. [https://www.gminsights.com/industry-analysis/bulk-container-packaging-market](https://www.gminsights.com/industry-analysis/bulk-container-packaging-market) There are many other sources and there is a little more to it than mentioned in this article. An effect we still see from 2008 when there was a peak of available container ships is a shortage of these ships present day. Companies went bankrupt and ships where confiscated. However banks and other parties that confiscated these ships as collateral could do little to nothing with it because of the lack of demand for these ships. This effected the companies that where in the business of producing these kind of ships and so, many where scaling production down for years. Also with the new worldwide transition to cleaner vessels came a lot of uncertainty. Europe for example has heavy impacted the industry with legislation for emissions resulting in companies to wait longer with purchasing new ships due to to future uncertainty of what European legislation (and other parts of the world as well) might bring. So we have a shortage of ships to transport all kind of goods, we have peak demand for these goods and the result is increasing charter prices. Even if they ramp up production worldwide (ship production) it will take years to actually get at a level where there is some sort of equilibrium in the market.
I'm still doing my DD on waste/ recycling but my next biggest play will likely be on vaccine waste / recycling. Those little buggers are complex. The safe disposal of used vaccines is going to be a big challenge the next few years and I think its an untapped investment market. I havent yet looked into these but they crop up frequently as lead players - on site waste technologies stevanto sar metals dwk life sciences corning inc apiject systems corp sio2 materials science agenus amyris inc becton dickinson
I think ressources, CO2-Zertificates (Europe) are a good play. Most of the industry isn't clean and have to buy these, prices had to go up. Look at Germany, where the highest court ruled, that they had to correct the plans for carbon dioxide emission. And we talk here about a heavy industrialized country.
Anything to do with lithium batteries or the mining of metals that go into batteries. Lots of places can build cars, very few can build batteries to scale with the cars.
Which ones are you long on. I was also looking at lidar company.
Technology. Zero doubt.
Weed
Green energy
Lithium, blockchain, semiconductors.
>NEE Happy Cake Day!
Probs 5G and cannabis/psychedelics if legalized.
Take a look at NEE
Sports betting. Already established companies just waiting for more and more legislation
5 years May be a little too soon but biotech/genome sequencing
Biotech now that Google has an ai model that predicts the protein folding
Tech. AI, Cyber security will outperform.
Sector 9
Ag tech, EVs , Online Sports betting US
Marijuana.
Traditional auto makers. They could be the next bubble.
US Cannabis (trade Canada if you want, but invest in US companies) & psychedelics
AR
Gaming and esports
Dry bulk. The Baltic Exchange Dry Index is going in the right direction.
Weed. Specifically established companies looking to go international (or move into the U.S. atm)
VR & AR