Jul. 17 at 10:42 PM
I prefer owning profitable companies with leadership positions in some of the market's fastest-growing industries.
Neoclouds / AI Inference / Full-Stack Cloud
$NBIS — AI cloud infrastructure with growing demand for GPU compute and enterprise AI workloads.
Copper / Optics / CPO / MicroLED
$CRDO — High-speed connectivity solutions benefiting from AI networking, optical interconnects, and next-generation data centers.
800V / 900V SiC / GaN / ESS / Microgrid
$ON — A leader in power semiconductors, enabling EVs, industrial automation, AI power systems, and energy infrastructure.
Space / Defense / LEO Constellations
$MDA — A key player in satellite systems, Earth observation, and defense technologies, with growing recurring revenue opportunities.
Rather than chasing every trend, I prefer focusing on businesses with durable competitive advantages and exposure to industries likely to benefit from AI, electrification, and space infrastructure over the coming years.
Do your own research. Manage risk.
