Deleted User
3Mon
Comment was deleted
@MrSchnitzel
I continue to see tech and AI stocks ahead.
However, I am also starting to see a shortage in the more basic semiconductors, such as those produced by $STMPA. $AIXA should also benefit from this. Software companies that cleverly integrate AI into their existing software should also benefit.
Energy stocks should also benefit from rising energy demand.
For commodities, I perhaps see silver in the lead.
Robotic will be a topic, @EpsEra has already written mega reports on this.
Perhaps she will give us an introduction to med robotics companies such as $SYK $ISRG $GMED etc.
I think $7012 is also well positioned here.
The defense sector will continue to run.
But also aerospace.
I also remain positive about fintech.
Crypto is difficult to assess, but after a bad year, I'm looking positively to the future.
I continue to see tech and AI stocks ahead.
However, I am also starting to see a shortage in the more basic semiconductors, such as those produced by $STMPA. $AIXA should also benefit from this. Software companies that cleverly integrate AI into their existing software should also benefit.
Energy stocks should also benefit from rising energy demand.
For commodities, I perhaps see silver in the lead.
Robotic will be a topic, @EpsEra has already written mega reports on this.
Perhaps she will give us an introduction to med robotics companies such as $SYK $ISRG $GMED etc.
I think $7012 is also well positioned here.
The defense sector will continue to run.
But also aerospace.
I also remain positive about fintech.
Crypto is difficult to assess, but after a bad year, I'm looking positively to the future.
•
22
•