The next 12 months may turn prototypes into businesses.
My early-stage watchlist:
$ASTS (AST SpaceMobile) — Satellite connectivity
$UMAC (Unusual Machines) — Drone supply chain
$DPRO (Draganfly) — Autonomous systems
$QUBT (Quantum Computing) — Quantum technology
$SOUN (SoundHound AI) — Voice AI
$PATH (UiPath) — Enterprise automation
The market pays attention after execution becomes visible.
The opportunity often appears earlier.
Ukraine’s DTEK imported its first U.S. LNG cargo via Lithuania, as the Gaslog Houston delivered 160,000 m³ from Plaquemines LNG. The northern route strengthens Kyiv’s supply options alongside the Vertical Gas Corridor amid intensified Russian attacks. #Ukraine#LNG
https://t.co/wv1wJSfNDp
American higher education used to be an other-serving institution of heroic proportion, but has become a self-serving institution of obscene proportion.
https://t.co/r0dFmujBxT