Top Tweets for #megaTrend
Mega Trend: Cables & Wires
https://t.co/DgS1X95XxR #MegaTrend
GDP คนไทยส่วนใหญ่มาจากภาคบริการโดยเฉพาะการท่องเที่ยว 🏖
#larncj #coachsmiley #PersonalTrainer #GDP #MegaTrend
It's like I can just feel this silverware in my hands. I love the handles.
#MegaTrend #silverware #sponsored #Amazonfinds
https://t.co/UMCqrub1Io
This entire space is full of MASSIVE tailwinds. However 2 industries within this with the most stable demand are transformer players and wires & cables players.
Wires & cables have lesser commodity risk as they can very quickly pass on the cost.
#Megatrend
Siemens Energy just gave a big clue
Making electricity is easy
Moving it across India is the hard part
Every new power plant needs transmission lines, transformers and substations
No transmission = no power at your home, factory or data center
Everyone is looking at where electricity is generated
Few are looking at who gets paid every time that electricity moves
That’s where bottlenecks become fortunes.
24 jam yang lalu aku publish ini. Kalau belum sempat baca ini salah satu deep dive paling lengkap yang pernah aku bikin. 3 layer AI, $725 miliar capex, dan kenapa Indonesia "pakai AI tapi nggak ikut untung." Worth 5 menit kamu. 👇
#AI #Investasi #Megatrend #NVDA #Indonesia
Semua orang pakai AI. Tapi siapa yang paling untung? Bukan yang pakai tapi yang jual sekopnya. Deep dive lengkap di Substack: 3 layer AI, $725 miliar capex Big Tech, dan posisi Indonesia.
Gratis. 👇
https://t.co/xzX7AqOmaq
#AI #Investasi #Megatrend #NVDA #Indonesia
https://t.co/mKZ3slS7ZK
Semua orang pakai AI. Tapi siapa yang paling untung? Bukan yang pakai tapi yang jual sekopnya. Deep dive lengkap di Substack: 3 layer AI, $725 miliar capex Big Tech, dan posisi Indonesia.
Gratis. 👇
https://t.co/xzX7AqOmaq
#AI #Investasi #Megatrend #NVDA #Indonesia
https://t.co/mKZ3slS7ZK
10 tahun ke depan, sektor mana yang akan cetak return terbesar? Ini framework yang bisa dipakai bukan list pembelian, tapi peta arah kapital institusional global. 🗺️
Fase 1 (sekarang): AI, Chips, Cloud, Memory, udah naik 100-1000%, tapi belum terlambat.
Fase 2 (2-3 tahun): Robotics, Drones, Healthcare, masih early stage.
Fase 3 (5-10 tahun): Nuclear, Quantum, Rare Earths, highest risk, highest reward.
SpaceX baru IPO kemarin. Sektor Space ada di nomor 3. Bukan kebetulan. Think in years, not quarters. 🚀
#Investasi #Megatrend #AI #SpaceX #Kripto
A good interview by the CMD of @vatechwabag ( it’s my #FMF14)
Sharing my notes 📝
Disc : HEAVILY BIASED & in my 9th year of holding 🙏.
No Recommendation .
Video Link 🔗:
https://t.co/YCh1OBBGaq
#Water #Megatrend
5th reminder: Water is a #MEGATREND 💧
A single semiconductor fab can consume 5M+ gallons of ultra-pure water daily, requiring 8M+ gallons of city water.
Everyone is chasing AI, EVs & Semis.
Very few are looking at what powers all three: Water.
#WABAG
Water 💧: A Mega-Trend ?
Only 52% of wastewater is treated globally, just 11% is reused.
India: 18% of the world’s population, but only 4% of its freshwater.
Govt push + stricter laws = 🚀
Our bets: #WABAG,#IONEXHCHANG , and now tracking #EEIL.
The latest energy #megatrend:
Energy importers are investing massively into cleantech.
No one wants to be beholden to fossil fuel imports🤷♂️
Experiencing it in 2026 .
#MyBiggestEverBet from 2024 & 2025 has gone onto become the talk of the town or shall I say WORLD ?
See you soon as one of the TOP 10 US listed companies ‼️
#AI #SuperCycle #Megatrend
It is incredibly humbling, inspiring, and a bit scary when you realize that one great investment can make your year, decade, and even career.
I have been betting on WATER since 2018!
Not in news these days , but I know it’s a MATTER OF TIME ‼️
I continue to OWN the TWO names that I have disclosed years ago ✅
It’s a #MEGATREND 🎯
📣 New Podcast! "S.12 Ep.259 - L'overtourism alla prova dei megatrend" on @Spreaker #megatrend #overtourism #scenari #turismo https://t.co/vLkTFYd8A1
Put $MWH on your watchlist 🧐 for a potential #breakout next week
$MWH is building the #power storage infrastructure that keeps the #AI datacenters humming
#CANSLIM #MegaTrend
"Energy is the first principle of AI infrastructure and the binding constraint on how much intelligence the system can produce."
In 2026 and beyond ... Energy = Intelligence
$NVDA just told the world what the next investing #Megatrend will be
It's the energy infrastructure developers
like $BW 📈👀
https://t.co/7TekidlEyl
Was #Frankreich macht, bildet im Grunde einen #Megatrend ab, zum einen #Erneuerbare auszubauen - und zum anderen auf #Kernkraft zu setzen, das ist kein entweder oder - sondern ein sowohl als auch..
Auch Wind- und Solarenergie sollen ausgebaut werden, aber weniger als bislang geplant. Derweil sollen mindestens sechs neue Atomreaktoren gebaut werden.
https://t.co/yXU5ww7nnx
Mega Trend: India Luxury
https://t.co/porZAdC7gC #MegaTrend
#Davos2026 | HONEYWELL'S A.I. BET
@honeywell CEO Vimal Kapur tells @ShereenBhan that physical AI is more of an augmentation strategy & will not be used to replace employees.
Adds, the company does not circle around one #megatrend & look forward to growing in mid-single digits in the standalone biz
#WEF26 #Davos2026 #WorldEconomicForum #SpiritOfDialogue #DavosWithCNBCTV18 #WEF
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