i know theres more home run trades in the ai open source models breakout trade & also in the memory optimization trade
so far ive been shilled
• minimax hk:0100
• zhipu: hkg:2513
• penguin solutions: $PENG
The biggest sectors in the market five years from now will be these. Position early and let the decade do the work.
AI Infrastructure. The backbone everything runs on. The data centers, the compute, the owned infrastructure powering every model on earth. Every other sector on this list runs on top of it.
Space. Connectivity and infrastructure moving off the planet and into orbit. Direct to phone networks, launch, and satellite constellations turning space into the next commercial frontier.
Photonics. The plumbing that moves the data. As clusters scale to hundreds of thousands of GPUs, moving information at the speed of light becomes the constraint. A market tripling this decade as 800G goes to 1.6T goes to 3.2T.
Nuclear Energy. The only power source that can actually feed AI at scale. Data centers need enormous, constant, carbon free baseload, and the grid cannot deliver it fast enough. Nuclear is the answer the entire industry is racing toward.
Memory. The bottleneck nobody can build fast enough. Every AI server needs 8 to 10 times the memory of a normal one, the makers are sold out, and the shortage runs for years. No memory, no AI.
Humanoid Robotics. AI stepping out of the screen and into the physical world. A market going from under $2 billion today to $38 billion by 2035. The companies making the brains, eyes, and sensors win no matter which robot wins.
Quantum Computing. The frontier that breaks the limits of classical computing entirely. Still early, still small, but governments and the biggest tech companies on earth are pouring billions in. The most asymmetric bet of the group.
Seven sectors. One direction. This is where the wealth of the next decade gets created, and we are early in every single one.
Went to read this for fun in my day off but I'm blown away by how perfectly it describes our political moment, even though it was published in 1967! 😮
1/3
Crypto will attain maturity as an asset over the next 12-18 month. After which, we’ll witness lower volatility, lower r/r, higher liquidity. Similar to tech post 2001, there’ll continue to be outsized returns in the asset class, although, over much longer timeframes, and in specific niches.
Open your eyes to the opportunity infront of you to change your life forever.
I live my life as if it’s a movie where I’m in a race against the clock to create wealth to protect future family before the satanist elite enslave all of humanity and I must increase my player attributes and forge allegiances with likeminded individuals anywhere possible