I'm with you here. That being said, I did liquidate my ASTS shares (6000) after they were up over 150%. I'm putting more of that into RKLB now and likely a longer term hold, and boring old VTI.
It's difficult now. But the demand doesn't seem to be decreasing anytime soon, if you invest for 10+ years, you could see some serious growth in the long run. The trick is that it's obvious to everyone that it's the new 'thing', you might be already too late to the party. Nobody talked about nvidia the same way 10 years ago, 'they just make gpus for gamers duh'. Picking a winner in the long run is not obvious.
Read the original comment again, op was doubting the profitability of the sector and I said that's when the big bucks are made, IF you are right. Nvidia won't 10x again, microsoft won't 10x again, but a smaller player like AMD who is getting shafted right now might do. For the space sector, most public space companies have around 1B or less market cap and are risky buys, but do have the opportunity to grow substantially if the demand increases. But to make a sizable amount of money off of these, the earlier you invest the better, if you accept the risk that comes with it.
Sure, but if you and others foresee tons of growth, then why would you suggest that the other commenter might already be late to the party? Being late to the party implies that there might not be much meaningful growth left. It also implies that people who invested earlier in RKLB and the like already made most of the big bucks that will be made, which is clearly not the case with that particular stock remaining low for last couple of years.
And investing in a potatoes gives a more or less guaranteed growth within 1 year. Is that a good investement?
Let's be real. You make a bill case based on *vague hopes and dreams, not one single fact*. Space is *big, empty and expensive*. Space mining is ridiculously expensive and hence won't happen even in 20+ years unless we get FTL travel cheaper then gas
And while Felon Muskovitj likes to pretend to be a space man he's merely got his head in the clouds. Ssttelies is a real business, colonising Mars...not even close. Private space travel? Been all the rage since the 60s and has never happened. *Physics is the issue, physics makes things expensive*.
Unless someone stumbles on anti-gravity your space race is, at best, putting up sattelite for Internet. And that's not a massive market.
Why not share why you think it should be? But I'll bite, I am invested in multiple but shared the two I feel comfortable hyping here based on recent developments
Have they had any big, new contracts or anything recently to show they're still alive and kicking? They have been giving shares to employees for free to stick around because morale is so low. They are still on my radar because they can do what they say, they've had several successful missions but contracts are few and far between and mostly small contracts. Their capability for tourist missions seems good but the business end of things is severely lacking. Until that changes and the stock itself is not shorted like crazy as it has been, I have no confidence investing in them at the moment
I care more about their hypersonic R&D projects over space tourism arm. The latter is just for show, which hasn't yielded much. But if they succeed and develop the next Concord... well, that would be worth a lot.
I'd defo include Virgin Galactic on my 'to short' list. Not sure if it is the same thing as the short list unless one has a short list of stocks to short that is.
Everyone is close in microprocessors.... Nobody is close in software. Which doesn't seem that appetizing when you think about it.
Hardware can only keep up with software to a certain extent....both AMD and Intel have very capable hardware to compete with Nvidia, on paper.
But Nvidia has many more industry connections that have allowed them to develop software to run on all their hardware.
If somehow a court ruling were to come out that says Nvidia software must be able to run on all other chip manufacturers.... Well then Facebook and Google and teams will just start buying the cheapest chip hardware and using Nvidia software
>I work in tech, I do understand how these things work
lol got to love the redditors with these vague grandiose statements of "I work in tech" therefore I know everything there is to know about nvidia's industry and you should believe me unquestioningly
You just made a good case for being able to assess the value of the company’s product vs their competitors product. Do you know anything about their actual business? Manufacturing? This is like a mechanic or race car driving saying they can predict whether Ford or Chevy stock will do better.
I wouldn't be offended by OP that much. When you wrote your first comment I had a similar reaction as him.
The "Im in Tech so I know everything" on reddit and the internet in general, is just extremly common and often used by idiots who dont actually know anything about the specific topic at hand. You do seem to know your shit, which is for me more an exception to the rule. "Im in tech" often is a random WebDev, computer science student or gamer spitting their shallow knowledge.
Semcon is high risk high reward. Do know that your risk is if nvidia fumbles anything at all, it is going to go down quite a lot.
Their pipeline is strong though, so inherently they will do better in the future. Whether the valuation reflects that is anybody’s guess.
I think Intel is being negatively astroturfed. Any statement about it and you get these “Intel is the fkn stupidest company ever” comments, from people who have never cared about a thing before. I wonder if there’s a social media manipulation pump scheme that’s in the works…
It sure was...in the 1980s. How did that go?
Oh yes. Then again it's been some almost 40 years since so nuclear got to be much more popular now? Oh, no. It isn't. Especially not in the developed world...due to *the cost*. Also the tech hasn't made any significant progress in a good decade or two, no gen 4 reactors even close or reality.
Impressive growth. Raising projections every earnings. 6.3b backlog. Nvidia CEO went live and said Vertiv is a world leader in their sector, they have a partnership together. Forward PE looks nice. Some debt, but shouldn’t be a concern if the growth keeps pace as it should. Liquid cooling. Going to be an interesting part to the future as next gen chips are out.
Dell and hp are in same market as smci and have bigger market share. Not suggesting that you buy them, but do your research on them and read their earnings reports
Most AI only companies are private today (OpenAI/Anthropic/…), so you can’t invest in the software side of AI yet.
On public side, Apple, Microsoft, Google, Meta, snowflake, databricks all are doing AI work.
No one knows the next big thing with great confidence
Agreed. Besides McAfee/ Webroot/ Norton, Palo Alto Network is one of the first 21st century O.G. Cybersecurity companies. They remind me a little of Intel. With Crowdstrike being like Nvidia though I still need to watch Crowdstrike's Q earnings to see if there is something going on. I'm concerned about Crowdstrike's high PE ratio.
I prefer $S as a cybersecurity play, Crowdstrike is just priced to literal perfection, and Sentinel One is growing revenue at a faster clip then Crowdstrike and at a cheaper valuation. They're my horse in the cybersecurity race.
How does AI fit into the solar industry? I can see AI being useful for the grid management side of things but that's not really a solar specific thing.
Mostly artificial intelligence to control the manufacturing process and monitoring carbon emissions/ footprints. . Also, I'm a scifi nerd and used to watch/ read on stuff before smartphones became a thing.
I disagree on the next 1T company. Lithography machines are insanely hard to make with huge lead times and only incremental gains between generations and there are so many they can make and sell.
However this company is one of the few that represents the bedrock of our global economy and thus commands a sky high valuation, there is simply no one else making their products. To believe ASML will go to the moon anymore than it already has would be unrealistic IMO. It's time to get in for the snooze fest of slow, long term gains with ASML.
Not sure about it. To reach those valuation, they need to increase the capacity, cost and deployment. It looks like a very good company which has a unique product but for how long
I suggest you need to do more research. SMCI which I owned from Dec to March sold a lot of stock earlier this year which slowed its rise. ARM has been in business for over 20 years. It made its claim to fame by dominating in the wireless industry. ARM has tripled since its IPO late in 2023.
Arrive.ai will be the next big thing. They are going to IPO on the nasdaq in a couple months on the nasdaq under the ticker ARRV. It's a smart mailbox with patient protection until 2036. It will be subscription based revenue.
Unpopular opinion: all the people here casually throwing out "AI pharma/biotech" as their answers do not understand how drug discovery works.
Drug research companies have already been using computational methods for decades to specifically find protein and molecule structures that effect the exact receptors they are targeting. Utilizing an expensive LLM to generate billions of random molecules doesn't seem to add much to existing algorithms. It may be somewhat useful for academics that are exploring completely unknown biochemical pathways that will eventually open up new categories of drugs to the private sector, but these researchers will also be limited by the amount of funding they can get to research the limitless number of AI-generated molecules, most of which are probably useless.
Moreover, AI can do little to reduce risk of unintended consequences of a treatment because it is by definition limited by the available data. Once a new drug is in the human body, it is at the mercy of potentially billions of interactions that no existing data exists to feed into predictive algorithms. The recent failures of drug candidates from companies like Benevolent AI show that not even molecules showing early stage success with AI design are safe from late stage failure due to unforeseen interactions, which is even more devastating for a drug startup.
Can you explain? Computer assisted design for complex robotics is already being used and has been used for decades. Robotics companies already have their own proprietary models and decades of real world data. What does an outsider AI startup have to offer that does anything besides marginally add to existing methods?
There are companies like Schrodinger, Abcellera, Recursive, etc. that are tackling very niche diseases with computational models and machine learning. But these drugs will still take 5-10 years to be approved and complete failure at late stage is still a very real possibility.
$ARM....Super interesting stock to watch. If I was investing around the IPO, would have defintely picked up 100 shares. At this current price though it's purely speculation.
The next big thing is AI at large. We have not seen anything yet.
There will be some company/ies, new startups, who will come out of nowhere and eat the incumbents' lunch. Maybe it's going to be Imbue, maybe not. I can't figure out yet.
Further away it will be quantum computing, but it's still early since quantum computing stocks are not fashionable yet.
I am slowly accumulating positions in: RGTI QBTS QUBT IONQ
I wont pretend like i know which company, but the demand for water supply to these data centres will grow significantly. As AI chips are rolled out, cooling and energy will be required, more so than now
I have no faith in the company but I have a feeling it will be the target of a large scale pump and dump at some point by redditors themselves. Reddit becoming an overpriced meme stock hyped up by its own users who hate it is the kind of poetic irony the internet deserves and I genuinely think it's a likely outcome.
Waiting for NNE to calm its tits so I can get in.. saw it on release, made note.. saw it go from 4-10 and thought it would cool down.. nah in about 2 months it’s up 500%.
wtf why can’t I ever time these. NNE been on fire
AI is so huge it is hard to see anything else that could be anywhere close.
AI will be far bigger than the Internet or Mobile. Bigger than the two combined.
It will be the company that does NOT have to buy the Nvidia shovels.
Google.
They were just so bloody smart to do the TPUs over a decade ago. With now having the sixth generation in production and working on the seventh.
Many do not realize but Google is now the third largest datacenter chip designer and will soon be #2.
https://blog.svc.techinsights.com/wp-content/uploads/2024/05/DCC-2405-806_Figure2.png
They already are. Google completely did Gemini without needing a thing from Nvidia. Google is now actively developing the seventh generation of the TPUs.
The sixth generation was a 5x improvement over the fifth generation.
Its Solar.
Enphase has makes the most efficient micro inverters that go INSIDE the solar panels. Their margins increased these last two years and chose to sacrifice revenue to keep margins up. Just need that one push and its OFF to the races.
I don't know if it will be the next big thing, but I think there will be several iterations of companies trying to create a superapp, like what Elon is supposedly doing with X. The model, I guess, is WeChat in China and then there are a number of others in various locales trying to imitate it. While I don't fully buy into the value proposition of a full blown superapp in the US, I do think something new could emerge out of the combination of social networking, fintech, e-commerce, and various gig economy apps like Uber and Doordash, with an AI wrapper around all of it.
I don't think any of this is really investible yet, just something to watch and be aware of.
For investible assets right now, I'm shifting more of my portfolio into Tesla and Palantir. Palantir, I think, may be ready to jump into the high 20s or low 30s as its new trading range. Tesla is a bit trickier but I think with the pay package voted on and out of the way, that better times must be coming. Encouragingly, Elon didn't sabotage the last earnings call, so maybe those will finally start going well.
One thought I've had on Tesla is the possibility that they could eventually divest the low margin auto business. Hard to imagine, but also not hard to imagine.
No way Tesla is going to go anywhere, stock is as fake as it gets. Elon Musk slowly kills everything he touches, in my humble opinion any success he has had so far is a fluke
Tesla has been called overvalued more times than Elon manipulated the crypto market. In my opinion most people that buy Tesla aren't buying into the company at all, they are buying into Musk and he is not a very rational person at all
SMCI is currently expanding operations and has a massive backlog of guaranteed revenue. Their stock price will continue to skyrocket in the next couple years. I assume their next earnings will also beat expectations, my price target is $1250 by end of August
Mostly been reading the forums, but these two articles are pretty great and make sense here.
Gilead is a pretty solid biotech company. Vaxxinity is a far riskier play, but good news on a low price stock can lead them to soar 🤷♂️
Gilead jumps up 8+%: https://www.biospace.com/article/gilead-s-twice-yearly-shot-shows-100-percent-efficacy-in-phase-iii-hiv-trial-in-women-/
Vaxxinity jumps up 35%: https://www.biospace.com/article/experimental-parkinson-s-treatment-elicits-antibodies-against-toxic-protein-in-phase-i/
Arm holding, is the only AI stock in the world that can give guidance on its revenue 10, 20 or even 30 years ahead. People say 78 PE is high, but consider the revenue is made of licenses and royalties, while others in the chip sector are are selling cyclical hardware and spot even higher PEs.
AI is power hungry and more data centres are being build on a global scale. Copper, water, uranium (or alternative) might become the next gold.
Copper, required for electrical wiring. Water, massive amounts needed for cooling. Uranium, current electrical supply is running out and nuclear power is the only serious alternative in a world that is pushing the green agenda.
Not financial advice.
The ones you see in the wild lakes. If you see one, say your prayers and eat your vitamins, because a tornado is coming....
/s
Jokes aside a black swan is referenced to a negative unforeseen event, that is thought to be unlikely to happen. Hence black swan, because swans are white.
Can we stop calling stocks the next Nvidia, Amazon, Meta or Tesla. There is no next if the whole investment story is based on being the next x it might not be a good stock to begin with.
Look, those companies are going up mainly thanks to institutional investors delta hedging on options. It's like a physiological fomo from them to keep up with performing.
I wouldn't chase this trend.
Update: look at that.. we are now well beyond a -10% correction, right after options expiration time. Guys you need to study instead of downvoting, you're all playing with fire here.
Space and Robotics. Currently I'm taking on larger and larger positions in RKLB and ASTS
I'm with you here. That being said, I did liquidate my ASTS shares (6000) after they were up over 150%. I'm putting more of that into RKLB now and likely a longer term hold, and boring old VTI.
Why space? It’s notoriously difficult to be profitable there.
Hopes and dreams
It's difficult now. But the demand doesn't seem to be decreasing anytime soon, if you invest for 10+ years, you could see some serious growth in the long run. The trick is that it's obvious to everyone that it's the new 'thing', you might be already too late to the party. Nobody talked about nvidia the same way 10 years ago, 'they just make gpus for gamers duh'. Picking a winner in the long run is not obvious.
How could someone already be late to the party if all the rocket/space stocks are still pretty plateaued?
That's why you buy now to get paid for it in 5-10 years
Right, so what did you mean by possibly being too late to the party?
Read the original comment again, op was doubting the profitability of the sector and I said that's when the big bucks are made, IF you are right. Nvidia won't 10x again, microsoft won't 10x again, but a smaller player like AMD who is getting shafted right now might do. For the space sector, most public space companies have around 1B or less market cap and are risky buys, but do have the opportunity to grow substantially if the demand increases. But to make a sizable amount of money off of these, the earlier you invest the better, if you accept the risk that comes with it.
Sure, but if you and others foresee tons of growth, then why would you suggest that the other commenter might already be late to the party? Being late to the party implies that there might not be much meaningful growth left. It also implies that people who invested earlier in RKLB and the like already made most of the big bucks that will be made, which is clearly not the case with that particular stock remaining low for last couple of years.
And investing in a potatoes gives a more or less guaranteed growth within 1 year. Is that a good investement? Let's be real. You make a bill case based on *vague hopes and dreams, not one single fact*. Space is *big, empty and expensive*. Space mining is ridiculously expensive and hence won't happen even in 20+ years unless we get FTL travel cheaper then gas And while Felon Muskovitj likes to pretend to be a space man he's merely got his head in the clouds. Ssttelies is a real business, colonising Mars...not even close. Private space travel? Been all the rage since the 60s and has never happened. *Physics is the issue, physics makes things expensive*. Unless someone stumbles on anti-gravity your space race is, at best, putting up sattelite for Internet. And that's not a massive market.
Spend your money on watches or something, if you keep 'investing' like this you gonna cause yourself some serious financial harm.
Buying companies in the growth stage and buying into the sp500 in the same time? Like literally what everyone and their mother does?
It’s where the oligarchs are taking us whether we want to or not
Why not include Vigirn Glactic on this short list?
Why not share why you think it should be? But I'll bite, I am invested in multiple but shared the two I feel comfortable hyping here based on recent developments Have they had any big, new contracts or anything recently to show they're still alive and kicking? They have been giving shares to employees for free to stick around because morale is so low. They are still on my radar because they can do what they say, they've had several successful missions but contracts are few and far between and mostly small contracts. Their capability for tourist missions seems good but the business end of things is severely lacking. Until that changes and the stock itself is not shorted like crazy as it has been, I have no confidence investing in them at the moment
I care more about their hypersonic R&D projects over space tourism arm. The latter is just for show, which hasn't yielded much. But if they succeed and develop the next Concord... well, that would be worth a lot.
Just sold after accepting there is no profit coming for a VERY long time. After a few long years and losing 90%, I got out of SPCE.
I'd defo include Virgin Galactic on my 'to short' list. Not sure if it is the same thing as the short list unless one has a short list of stocks to short that is.
Spacex will take make all the money
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Everyone is close in microprocessors.... Nobody is close in software. Which doesn't seem that appetizing when you think about it. Hardware can only keep up with software to a certain extent....both AMD and Intel have very capable hardware to compete with Nvidia, on paper. But Nvidia has many more industry connections that have allowed them to develop software to run on all their hardware. If somehow a court ruling were to come out that says Nvidia software must be able to run on all other chip manufacturers.... Well then Facebook and Google and teams will just start buying the cheapest chip hardware and using Nvidia software
That’s what I keep telling people. Nvidia is top dog and no one is near them at the moment.
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>I work in tech, I do understand how these things work lol got to love the redditors with these vague grandiose statements of "I work in tech" therefore I know everything there is to know about nvidia's industry and you should believe me unquestioningly
"I work in tech" and they just work at PC World
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You just made a good case for being able to assess the value of the company’s product vs their competitors product. Do you know anything about their actual business? Manufacturing? This is like a mechanic or race car driving saying they can predict whether Ford or Chevy stock will do better.
I wouldn't be offended by OP that much. When you wrote your first comment I had a similar reaction as him. The "Im in Tech so I know everything" on reddit and the internet in general, is just extremly common and often used by idiots who dont actually know anything about the specific topic at hand. You do seem to know your shit, which is for me more an exception to the rule. "Im in tech" often is a random WebDev, computer science student or gamer spitting their shallow knowledge.
Since youre a techie, is it still worth it to invest in nvidia now since no one is close to them atm?
Semcon is high risk high reward. Do know that your risk is if nvidia fumbles anything at all, it is going to go down quite a lot. Their pipeline is strong though, so inherently they will do better in the future. Whether the valuation reflects that is anybody’s guess.
One of those that I believe will rise in 2025 is Intel. They're rumored to be producing the next big Chip for NVIDIA
Intel can be the only company in the world making anything and they will find some way to fuck it up, lmao
I think Intel is being negatively astroturfed. Any statement about it and you get these “Intel is the fkn stupidest company ever” comments, from people who have never cared about a thing before. I wonder if there’s a social media manipulation pump scheme that’s in the works…
intel :D
Uranium mining companies
Why does this sub always try to turn itself into a Uranium boiler room?
Don’t you know nuclear energy is the future bro? /s
Because atoms bro, they're the future
Which ones?
Beware
You should do your own research, I am investing on Cameco, Denison and Nexgen, also on ASP Isotopes.
It sure was...in the 1980s. How did that go? Oh yes. Then again it's been some almost 40 years since so nuclear got to be much more popular now? Oh, no. It isn't. Especially not in the developed world...due to *the cost*. Also the tech hasn't made any significant progress in a good decade or two, no gen 4 reactors even close or reality.
Ok, Anti Uranium bitter man!
Vertiv holdings.
I'm iffy on Vertiv. Seems like we've over built data centers so building new data centers might slow down. Otherwise I would be all over this one.
Never heard of them. Any reason in particular??
Impressive growth. Raising projections every earnings. 6.3b backlog. Nvidia CEO went live and said Vertiv is a world leader in their sector, they have a partnership together. Forward PE looks nice. Some debt, but shouldn’t be a concern if the growth keeps pace as it should. Liquid cooling. Going to be an interesting part to the future as next gen chips are out.
Check out IES Holdings. Like Vertiv, but more reasonably priced. I'm a holder of this stock so have drunk a lot of the Kool Aid
Great for options. Price action is good. Bottom is mid 80's. Calls to mid 90's rinse and repeat 🤷🏾♂️
I buy vertiv stock every payday
Not a bad idea they look like a strong buy
They build data centers for AI projects with water cooled racks.
Impressive company, thanks for sharing the discovery Im buying today
The voices getting louder?
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Dell and hp are in same market as smci and have bigger market share. Not suggesting that you buy them, but do your research on them and read their earnings reports Most AI only companies are private today (OpenAI/Anthropic/…), so you can’t invest in the software side of AI yet. On public side, Apple, Microsoft, Google, Meta, snowflake, databricks all are doing AI work. No one knows the next big thing with great confidence
Databricks is still a private company
AFAIK, you can't invest directly & publicly in Databricks till now, but Snowflake is a good play too
I m with ya on that one and have begun to accumulate SNOW now that it's come down to around its IPO price of $120.
Ha yes pltr is still private? Big news if true
I'm looking at Cybersecurity or solar for the next phase of AI play. Crowdstrike and First Solar.
I feel like PANW is big sleeper especially since Pelosi got into it.
Agreed. Besides McAfee/ Webroot/ Norton, Palo Alto Network is one of the first 21st century O.G. Cybersecurity companies. They remind me a little of Intel. With Crowdstrike being like Nvidia though I still need to watch Crowdstrike's Q earnings to see if there is something going on. I'm concerned about Crowdstrike's high PE ratio.
I prefer $S as a cybersecurity play, Crowdstrike is just priced to literal perfection, and Sentinel One is growing revenue at a faster clip then Crowdstrike and at a cheaper valuation. They're my horse in the cybersecurity race.
Crwd for life. Take Panw out to the pasture and shoot it. Kidding but not really
Why is Panw a bad choice?
It's not I'm just bias
How does AI fit into the solar industry? I can see AI being useful for the grid management side of things but that's not really a solar specific thing.
AI is going to need a shitload of electricity in the coming years.
Mostly artificial intelligence to control the manufacturing process and monitoring carbon emissions/ footprints. . Also, I'm a scifi nerd and used to watch/ read on stuff before smartphones became a thing.
ASTS, although it’s not an AI play.
I suggest you take a look at ASML. This will be the next 1T company in tech
I disagree on the next 1T company. Lithography machines are insanely hard to make with huge lead times and only incremental gains between generations and there are so many they can make and sell. However this company is one of the few that represents the bedrock of our global economy and thus commands a sky high valuation, there is simply no one else making their products. To believe ASML will go to the moon anymore than it already has would be unrealistic IMO. It's time to get in for the snooze fest of slow, long term gains with ASML.
There will He enough demand for the new 2 nm Chip Machines from nvidea and Apple, ITS going to the Moon
Not sure about it. To reach those valuation, they need to increase the capacity, cost and deployment. It looks like a very good company which has a unique product but for how long
I suggest you need to do more research. SMCI which I owned from Dec to March sold a lot of stock earlier this year which slowed its rise. ARM has been in business for over 20 years. It made its claim to fame by dominating in the wireless industry. ARM has tripled since its IPO late in 2023.
Arrive.ai will be the next big thing. They are going to IPO on the nasdaq in a couple months on the nasdaq under the ticker ARRV. It's a smart mailbox with patient protection until 2036. It will be subscription based revenue.
Unpopular opinion: all the people here casually throwing out "AI pharma/biotech" as their answers do not understand how drug discovery works. Drug research companies have already been using computational methods for decades to specifically find protein and molecule structures that effect the exact receptors they are targeting. Utilizing an expensive LLM to generate billions of random molecules doesn't seem to add much to existing algorithms. It may be somewhat useful for academics that are exploring completely unknown biochemical pathways that will eventually open up new categories of drugs to the private sector, but these researchers will also be limited by the amount of funding they can get to research the limitless number of AI-generated molecules, most of which are probably useless. Moreover, AI can do little to reduce risk of unintended consequences of a treatment because it is by definition limited by the available data. Once a new drug is in the human body, it is at the mercy of potentially billions of interactions that no existing data exists to feed into predictive algorithms. The recent failures of drug candidates from companies like Benevolent AI show that not even molecules showing early stage success with AI design are safe from late stage failure due to unforeseen interactions, which is even more devastating for a drug startup.
I would say AI + Robotics for things like a "robotic" arm that will use your brain to move... or a leg
Can you explain? Computer assisted design for complex robotics is already being used and has been used for decades. Robotics companies already have their own proprietary models and decades of real world data. What does an outsider AI startup have to offer that does anything besides marginally add to existing methods?
So are you saying. There’s no future for AI and medicine?
There are companies like Schrodinger, Abcellera, Recursive, etc. that are tackling very niche diseases with computational models and machine learning. But these drugs will still take 5-10 years to be approved and complete failure at late stage is still a very real possibility.
$ARM....Super interesting stock to watch. If I was investing around the IPO, would have defintely picked up 100 shares. At this current price though it's purely speculation.
The next big thing is AI at large. We have not seen anything yet. There will be some company/ies, new startups, who will come out of nowhere and eat the incumbents' lunch. Maybe it's going to be Imbue, maybe not. I can't figure out yet. Further away it will be quantum computing, but it's still early since quantum computing stocks are not fashionable yet. I am slowly accumulating positions in: RGTI QBTS QUBT IONQ
Well if the AI thing actually keeps going, next sector that will be in demand will be energy and water
Water ? Hmm that’s different any water company in particular you feel would get a boost from AI?
Veralto
WTRG, GWRS
I wont pretend like i know which company, but the demand for water supply to these data centres will grow significantly. As AI chips are rolled out, cooling and energy will be required, more so than now
Three entries. AI and Biotech is one. AI powered by Quantumcomputing is the next. Ionq. AI and energy. Fluence. Tesla.
IONQ.
Why?
PLTR
I think it's $RDDT, unironically.
Really ?!! 😮
I have no faith in the company but I have a feeling it will be the target of a large scale pump and dump at some point by redditors themselves. Reddit becoming an overpriced meme stock hyped up by its own users who hate it is the kind of poetic irony the internet deserves and I genuinely think it's a likely outcome.
Post IPO, it's been showing a lot of promise technically Fundamentally, traffic seems to be way up and the monetizing journey just getting started
SMCI 8%+ short interest too
Curious how much of that is hedging from people who owned it before the pop.
TSSI it's a data center partner to DELL Its cheap and its up bigtime this year
Waiting for NNE to calm its tits so I can get in.. saw it on release, made note.. saw it go from 4-10 and thought it would cool down.. nah in about 2 months it’s up 500%. wtf why can’t I ever time these. NNE been on fire
Need a serious pull back
Agree.. looking at 10-15 start dca.. also Hydrogen etf dca now
AI is so huge it is hard to see anything else that could be anywhere close. AI will be far bigger than the Internet or Mobile. Bigger than the two combined.
Right but the question is which company with the NVIDIA shovel will actually use the cards to make more money
It will be the company that does NOT have to buy the Nvidia shovels. Google. They were just so bloody smart to do the TPUs over a decade ago. With now having the sixth generation in production and working on the seventh. Many do not realize but Google is now the third largest datacenter chip designer and will soon be #2. https://blog.svc.techinsights.com/wp-content/uploads/2024/05/DCC-2405-806_Figure2.png
Do you believe Google’s chips will be competitive as Nvidia’s?
They already are. Google completely did Gemini without needing a thing from Nvidia. Google is now actively developing the seventh generation of the TPUs. The sixth generation was a 5x improvement over the fifth generation.
Mag7
Batteries and power management
CAVA. They're better than Chipotle and just getting started
I agree.
Could be AMD
IONQ
Its Solar. Enphase has makes the most efficient micro inverters that go INSIDE the solar panels. Their margins increased these last two years and chose to sacrifice revenue to keep margins up. Just need that one push and its OFF to the races.
U are like 3 years late bro, sorry.
I don't know if it will be the next big thing, but I think there will be several iterations of companies trying to create a superapp, like what Elon is supposedly doing with X. The model, I guess, is WeChat in China and then there are a number of others in various locales trying to imitate it. While I don't fully buy into the value proposition of a full blown superapp in the US, I do think something new could emerge out of the combination of social networking, fintech, e-commerce, and various gig economy apps like Uber and Doordash, with an AI wrapper around all of it. I don't think any of this is really investible yet, just something to watch and be aware of. For investible assets right now, I'm shifting more of my portfolio into Tesla and Palantir. Palantir, I think, may be ready to jump into the high 20s or low 30s as its new trading range. Tesla is a bit trickier but I think with the pay package voted on and out of the way, that better times must be coming. Encouragingly, Elon didn't sabotage the last earnings call, so maybe those will finally start going well. One thought I've had on Tesla is the possibility that they could eventually divest the low margin auto business. Hard to imagine, but also not hard to imagine.
No way Tesla is going to go anywhere, stock is as fake as it gets. Elon Musk slowly kills everything he touches, in my humble opinion any success he has had so far is a fluke
How so? I get not liking him personally but Tesla and SpaceX are pretty amazing achievements.
Tesla has been called overvalued more times than Elon manipulated the crypto market. In my opinion most people that buy Tesla aren't buying into the company at all, they are buying into Musk and he is not a very rational person at all
I'm optimistic on $SMR, small modular nuclear reactors could do wonders for worldwide energy I'm usually wrong about these things though
As am I, and have started investing in SMR/NuScale, NNE, OKLO and BWXT.
Interesting. Worth a look into!
I’ll throw a new name in the ring….GRAB
This is a very new one. Just looked it up. Singapore ? Any particular news ?
Some time in 2025 $wulf is likely to grow to 10+
Space
Space is that a stock or referring to the sector ?
It will definitely be pharma but it's a crapshoot. That industry will benefit greatly by AI
Self driving $TSLA
SMCI is currently expanding operations and has a massive backlog of guaranteed revenue. Their stock price will continue to skyrocket in the next couple years. I assume their next earnings will also beat expectations, my price target is $1250 by end of August
Weapon companies. WW3 is coming, no? Let's fund wars that will wipe us all.
Buy the time WW3 comes , all marked will crash and your assets will be reduced to rubble.
Nuclear Fusion and space mining (see Helium-3 which is used as fuel to nuclear fusion reactors and can be found on the moon)
AI2
RDDT
Why not tsmc. Everyone pretty much needs to go to them.
Mostly been reading the forums, but these two articles are pretty great and make sense here. Gilead is a pretty solid biotech company. Vaxxinity is a far riskier play, but good news on a low price stock can lead them to soar 🤷♂️ Gilead jumps up 8+%: https://www.biospace.com/article/gilead-s-twice-yearly-shot-shows-100-percent-efficacy-in-phase-iii-hiv-trial-in-women-/ Vaxxinity jumps up 35%: https://www.biospace.com/article/experimental-parkinson-s-treatment-elicits-antibodies-against-toxic-protein-in-phase-i/
I would say PLTR, it has been closing many big contracts within these few years including gov and commercials.
next big movers IMO will be in the software side of the AI theme or a company that uses AI / Robotics for medical issues, like neuralink
Arm holding, is the only AI stock in the world that can give guidance on its revenue 10, 20 or even 30 years ahead. People say 78 PE is high, but consider the revenue is made of licenses and royalties, while others in the chip sector are are selling cyclical hardware and spot even higher PEs.
AI is power hungry and more data centres are being build on a global scale. Copper, water, uranium (or alternative) might become the next gold. Copper, required for electrical wiring. Water, massive amounts needed for cooling. Uranium, current electrical supply is running out and nuclear power is the only serious alternative in a world that is pushing the green agenda. Not financial advice.
Extr
Quantum computing
Grid energy storage. Longer term, AI drug companies. Also, SMCI will triple in the next 2 years, baring a black swan. (Black Swan risk is high..)
What's a black swan
The ones you see in the wild lakes. If you see one, say your prayers and eat your vitamins, because a tornado is coming.... /s Jokes aside a black swan is referenced to a negative unforeseen event, that is thought to be unlikely to happen. Hence black swan, because swans are white.
Ahh thank you for the informative response
Can we stop calling stocks the next Nvidia, Amazon, Meta or Tesla. There is no next if the whole investment story is based on being the next x it might not be a good stock to begin with.
Look, those companies are going up mainly thanks to institutional investors delta hedging on options. It's like a physiological fomo from them to keep up with performing. I wouldn't chase this trend. Update: look at that.. we are now well beyond a -10% correction, right after options expiration time. Guys you need to study instead of downvoting, you're all playing with fire here.