15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.
2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.
3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.
4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.
5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.
6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.
7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.
8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.
9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.
10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.
11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.
12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.
13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.
14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.
15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.
This isn’t a buy list. It’s a framework.
Find your highest-conviction themes. Size appropriately. Think in years.
Not financial advice.
The State Department will pause immigrant visa processing from 75 countries whose migrants take welfare from the American people at unacceptable rates. The freeze will remain active until the U.S. can ensure that new immigrants will not extract wealth from the American people.
China went to meet with Maduro today to discuss joining forces, then Trump captures Maduro the same day.
Savage.
In fact, the Chinese delegation is still in Venezuela.
Trump captures Maduro and sends a powerful message to Xi and China at the same time.
Savage.
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