Jul. 4 at 8:28 PM
themes that i believe are likely to attract substantial investment for years to come
We are still very early on :
-Physical AI & AI Infrastructure
-Energy Infrastructure & Electrification
-Industrial Reshoring & Domestic Manufacturing
-Robotics & Automation
-Aerospace, Defense & National Security
-Quality Dividend Growth
$AIQ $ALAI $GRID $AIRR $NIXX