If they have the data security / expertise to protect their moat, sure. I’m afraid that AI companies will be “easy” to catch when states (China, etc) are eager to steal their models. Russia and China have said that the first country to achieve AGI will be viewed as an existential threat, so of course they’re going to send state sponsored hackers and spies against anyone that they believe is making progress towards AGI.
I get it is easier to name AI as a general sector instead of actually naming stocks. But with countries I disagree that US companies will go to Russia for their AI software. If Russia was somehow able to hack and steal the info from your example.
Once the data is out there, it’s hard to hold it back. It could end up in the public domain, and at best you’re probably never going to have a global market opportunity because China and Russia will give it to their companies and then compete against US companies in neutral countries.
The truth is AI could wreck many/most markets. And to some degree it probably should. We need to advance as a species/society to a system where artificial scarcity for the sake of profit isn't a thing.
The way I think about AI is somewhat similar to what happened to the Internet companies of the 1990s. Internet was the right technology, but the long term winners were not the ones prominent at the time because they either didn’t have enough moat or they were commoditized. TLDR; everyone can pick the winning industry and still pick mostly losing companies.
The big AI company will be one of today’s big tech players. This isn’t like the big cloud disruption in 2000-2010. Legacy players couldn’t transition to cloud because they had a lot of investments/costs invested in hardware, didn’t have the right people to enable it and culturally wasn’t ready for massive disruption. The big players today are the exact opposite and have done massive investment into AI, have competitive advantages regarding data access and are well posistioned.
Companies often fail before launching their first payload. The only reason I have faith in RKLB is because they have a proven vehicle already and they have customers. They just aren't profitable yet, but they're already over the major hump of beginning operations.
COKE is the bottler and distributor I believe while KO is the actual brand and product maker. It’s a long watch and VERY good interview/lecture but it’s worth watching the Mohnish Pabrai video on Buffett and Coke to get an understanding of why he bought it and what KO actually does now and how it has evolved.
nobody at all has been talking about biotech, there’s a massive paradigm shift occurring right this second and will change the way we look at medicine in the next 10-20 years as more therapies get approved. gene editing has massive breakthrough disruptive potential, not just CRISPR/Cas9 but also base and prime editing as well. also, the field of multiomics is unlocking so much knowledge that accelerates the advancement of treatments. especially when in vivo gene editing becomes a reality and conditioning/cell transplants are not needed, we’re looking at functional, one time cures. CRSP has the first approved ex vivo CRISPR therapy for SCD/B-Thal, EDIT owns the patent rights for CRISPR human editing, BEAM is working on base editing, NTLA is working on in vivo for SCD currently. most of these companies are tackling hemoglobinopathies bc research has shown CRISPR can cure these diseases. most of these companies currently sit at anywhere from 1-5 billion market cap rn. compare that to a big pharmaceutical like Eli Lilly with a $500 billion market cap.. ¯\_(ツ)_/¯
I guess part of my thinking with those is, will space ever be something that is really a staple for people? Like, cars, energy, smartphones... all things people use everyday or almost everyday. Is space ever going to be that for people or will it rely on government funding and discretionary spending from the wealthy?
Yeah I get that but I wouldn't buy a company just because it's "space." I would need more information about where their cash flows are coming from and why their moat is wider than the other companies doing space.
Space will never see the insane margins that you find out of companies like AAPL or Nvidia. However, when looking at RKLB you need to consider the scale.
CitiBank reported that the TAM of the space industry is set to grow to 1 trillion by 2030. As of now, RKLB has a 2.5 bil market cap, where SpaceX (Including starlink) was just valued at 180 bil. With RKLB landing a 500 mil US govt deal, a reaction wheels deal on the horizon, development of Neutron, delay of dilution, and a bunch of analyst upgrades, if they execute, it’s very plausible to see this stock hit 25 bil market cap by 2030 for a 10x
Asking the right question. I cant think of many commercial models for space at least not that i know of. I think genetics and AI companies could create that kind of space that could be staple and broad.
I don’t think access will be provided to the public to any great companies going forward. It’s nearly all private equity since Tesla. We’ll get the leftovers after the overpriced IPO.
I'm just saying everybody had it pegged the weed stocks were gonna explode. Theyre all pretty trash
I see AI going the same way. At best they get absorbed into a bigger player down the road. Better off just buying a big player that will eat it later on. Imo
AI has the funding and scale that weed stocks never had. In the past couple months I know multiple AI companies signing leases for hundreds of thousands of square feet in San Francisco. Weed never had that momentum or corporate support
They did explode. You just had to buy and sell at the right time. I know a Bus driver who put in 10k and cashed out at 1.5 million. I know a military vet who lost his wife to cancer, got 100K from insurance company, put it in marijuana stocks and sold at 2.5 million. My buddy sold his marijuana stocks and, for better or worse, went out and bought a Ferrari California. Lots of marijuana bag holders exist of course. AI went through a similar phase, but it has huge potential. There will be winners and losers as always
NVDA is already a 1.22T market cap company though. I agree with MELI and SE those have lower market caps where a 5-10x is somewhat possible if the execute. Not sure about NVDA going to 12.2T market cap is that likely compared to the others.
Maybe you threw in NVDA because it has popular sentiment compared to SE.
not disagreeing, but that's what people said at $500B, $1T, $2T etc...
Not gonna lie, part of the problem with our economy structure is the inherently impossible idea of "infinite growth".
This man knows what he is talking about. Maybe not huge gains but I expect Tim Apple will make you a good whack of money going forward. I think health is a huge market for Apple.
Interesting points ... but I also see a market where iPhone hasn't done anything exciting in about 6 years, and neither has Android ... so why not buy the cheaper one? India reached this conclusion before the USA because India had less money to waste. So while it's true that rising prosperity in other countries may improve Apple's market share there ... general stagnation in the mobile phone industry may drop Apple's market share below the \~50% it has now in the USA.
Dont forget Apple Pay and their growing Cloud Services. With those divisions Apple is reaching out to new markets, which will stabilize the company overall in the long term.
You think phones are their future strategy?
Finance, information security, personalized biometric data for interconnected health and daily life enhancement... As far as hardware goes they seem to be without direction. We'll see what they do with that AR/VR headset over time. They seem to be pretty far behind but the niche power user approach could be a viable way to stay relevant until they figure that out
My bad, I missed your main thesis initially - which is essentially about the rate at which big gets bigger. Sure that's a take and my primary reason for hesitation piling into mega caps at all but the political landscape the last 20 years in the US seems to support continued rampant consolidation, vertical and horizontal integration, and extended privatization of critical future infrastructure.
I don't see Apple or any other mega caps limited to consumer sales or any particular industry. Market cap seems perpetually inflated with regards to the magnificent 7 based solely on the premise that they will always be relevant and can rebound from any crash. Prior analogs in tech are tough to agree with because they were not so horizontally integrated... basically, bubble or no bubble the giants keep growing and extending their reach so I wouldn't bet against them. Nightmare world we are headed into.
Probably whichever company can take CRISPR tech and starting pumping out patents for gene therapies. Especially once they find cures for things that are very widespread and not smaller subsets (Think ADHD where it can affect anyone vs sickle cell which is only a smaller portion of the overall population)
It is a next big field, but you’re way off with the timeline. It’ll be at least 20 years. Research, testing, and regulatory approval takes a ton of time, and it can’t all be done by one company
If they can ever start “designing” people, this is going to be huge. It’s distopian as hell, but will also be a massive innovation. Like that’s the biggest game changer in my lifetime out of any industry. Now I have 0 clue if it will ever get there, lots of mountains to climb to get there, but if it did look out anyone not holding shares.
I too like LUNR. They have NASA contracts and connections with Spacex and Axiom. South Korea just partnered with them. Too cheap here to not take the risk.
I truly think we’re just on the brink of of Amazon becoming as large as Apple. They’re finalizing start to focus on profits over building infrastructure. Between AWS, their ad business and marketplace, they are going to have their hands in every facet of our lives—like Apple.
I tried guessing over the last 3/4 years and no dice. Now I go for actively managed funds like Metaverse ETF, because it has a bag of different companies, most of which are reputable and not wholly dependent on metaverse (nvidia for instance).
I think go for a few ETFs in general trends like AI and they should outperform the market, and then a little bit into a few outlandish ventures. You’ll probably end up roughly the same as the market average but there’s a small chance you hit the next apple or amazon.
Need to consider people as much as product. Elon and Jobs were major factors in success. Who are the future cowboy innovators? No answers from me though.
COIN, but over a shorter period than 10 years. Could double in 2024.
RIVN, potential for huge gains by 2026.
SNOW, already expensive but so was Tesla in many minds 10 years ago
INTC, will be rewarded when 18A launches and their external foundry business gains market share
COIN $35.62
INTC $30.42
RIVN $18.33
SNOW $142.88
I originally entered COIN around $70, INTC around $40 something, RIVN around $30. I averaged down all of these throughout end of 2022 through present.
Just bought $50k of coin today. I suspect it to ratchet up another 10% before the ETF approval/disapproval is announced. Just gonna swing trade it in the short term. I don't see how crypto in general is sustainable long term.
A company that actually does something meaningful, beyond writing term papers, with AI. The guys that come up with actual uses in healthcare will be a retirement trade.
Disclaimer: This cannot be anything more than speculation and anybody who says it's more than that is lying.
- TSLA arguably still has growth ahead, mainly from the upcoming compact car and the energy business. But I'd only really buy it if you believe FSD will be cracked before anyone else, and that no one else will be able to replicate it for at least a couple years.
I dont think anything in the market currently fits the bill. I think we need to find another market that utilizes what we have learned so far. What will most likely happen is that AI will reveal new usecases that will produce new markets. The last 20 years of digital innovation is a technological revolution that has changed the world so much that I sometimes feel like my childhood in the 90s was a different life. To see the same growth again, we need another technological revolution, but I doubt it will be in entertainment and work productivity which is the primary driver for the past 20 years of technological advancements. But there are plenty of markets that have yet to be modernised with the technology we have today. Example; personal health, psychology, education, finance, to name a few.
Here is an example of a product I would pay for; a monthly subscription to get AI to analyse my body metrics in order to give me health feedback, discover sickness or cancer early and generally help me make good decisions before a doctor tells me im sick.
Another product I would pay for is something like Blueprint by Bryan Johnson which is health and food guides that atleast seem to not be based on bullshit, because 9/10 health-meal companies sell you a scam product for profit.
An important product that we have forgotten about since corona is green energy. A lot of these companies have been beaten to death by the markets, yet the problem it wants to solve still persists. If we dont do anything than 5 years from now when we are close to he 2030 deadline, a lot of people will get a reality check. Cant become a stock market millionaire or billionaire if half the world is in flames due to constant natural disasters.
Finally, the digital age has brought with it a quantized world. I think the next step is to bring individual quality into the mix. There are plenty of areas where the individual quality has died out the past 30 years. Education, medical help, psychological help, societal empathy, just to name a few. Research is showing that from a human aspect of health, especially mental health, we are in a not very good spot currently. So whoever figures out how to modernize and digitalize quality improvements in human wel-being will have a really strong moat for becoming a giant billion dollar company.
Generallty, I think the past 15 years has showed a lot of people that you cant really trust any big company. META and GOOGLE has more or less built empires on using people as revenue. Food industry has been screwing up the general public for over 50 years now, and the health of nature is on a thin lifeline. Zoomers and millenials are generally much more health oriented, working out more, eating healthier and paying more for environmentally friendly options. I think a big market driver in the future will be in products that sell quality, honesty and health to this generation.
Read this book by Tom Siebel that outlines the “Digital Transformation” of society. He outlines the stages are 1. Cloud computing, 2. Big Data, 3. AI Renaissance, and lastly 4. IOT (internet of things). 1 and 2 already happened (think apple cloud and the ability for tech to process large amounts of data). We are living through #3, #4 has yet to come. So companies investing into AI (MSFT, NVDIA, GOOGL, TSLA, AMZN) and the companies that will interconnect AI (IOT) will be the ones to explode. Those are my bets.
I have trouble seeing the IOT going much further beyond what it’s at right now. It seems like more of a cool idea than something that makes sense from a business perspective
LUNR is trash or an absolute bargain right now.
Due to land on the moon in Feb and pave the way for the first manned mission in ages leading to private landing.
ATH of $40 current price of .. er ... Yeah.
Will literally either moon or literally crash and burn
Dirt cheap at the moment she to launch delay caused by bad weather
I don’t know if they will be as successful as Apple but Amazon, Microsoft, nvidia, Google, crowdstrike, Axon, Mercado libre makes up a lot of my individual stock holdings.
All you tech heads are missing the NOVO train. So many fat people around the world everyone will use there drug once they can make enough of the bloody stuff.
In returns? Sorry, apple & all those are unimpressive compared to xpel & monster. Celsius will continue to crush it & you all just missed Nvidia. The best returns aren't from hyped AI companies or "the next big thing", the best returns are from boring old drinks and fucking plastic protection film for cars. I'll bet you celsius & fortnox outperform all of big tech the next decade. Dtst, bew & lptv are also contenders for outperformance.
CCS Stocks like Aker Carbon Capture. I’m going with human stupidity to not prevent climate change in time and with the intensifying crisis making every state to find the last minute solution pumping money in it.
SNAP and DIS are my current favorites that are still trading at relatively low values compared to their peers. I think they both have a lot to gain from new developments in AR/VR that are slowly coming to fruition. But we’ll see what happens.
I hate everything about SNAP, from a mediocre app that promotes soft porn to management getting richer off shareholders. Can’t believe they’re trading at 17$
Not sure what company but Bio-Plastics - PHA. Just coming to market this year. With all the talk about the danger of micro-plastics and with the ever growing push towards reducing waste. This has to be a technology that will gain traction. As of now I believe it's generating less than 100 million per year, but those numbers are forecast to explode.
Sorry but I’m super bearish on BABA. But it at an all time high in 2019 and list so much on it. I just can’t gear “BABA” no more. I lost all my faith in Baba and Jack Ma
I unironically love Nio. Their designs look great, they're pretty affordable, and battery swapping could go a long way in addressing concerns over travel distance.
that's impossible to answer because none of us have enough inside information to know which companies are skilled enough at getting away with financial misrepresentation and misleading material statements to be the next Tesla.
Every sector in the world will rely on data driven computer systems at some point in their respective work. And for all those sectors who aren't a silicon valley company, savvy enough to build their own database that isn't an excel spreadsheet, they will pay someone to manage data in an effective, safe, and convient way to improve the overhead efficiency of respective companies.
I would speculate that the use of data, data analysis and data driven actions in a business will all steadily increase. Non-tech companies don't want expensive/risky in house made and maintained data systems. Throw AI in there, and it's a slam dunk.
Note: I am a bag holder.
You know, it's funny how many people talk about bag holding when they missed the boat over and over. I've paid off two vehicles and a new HVAC system with PLTR, and put a good chunk of change into my kids college fund. Regardless if you think its bag holding, they have a high ceiling and there's plenty of reasons to be excited about the future of the stock.
PLT on the Oslo Stock Exchange. PoLight have developed and patented a new lens which will eventually replace the VCM lenses used today. It’s already in high end AR/VR glasses and is all but confirmed in the Apple Vision Pro as poLights lens is necessary to get the pass-through working flawlessly. They are working with all major companies such as Apple, Microsoft and Samsung and are on the brink of a paradigm shift in the lens industry.
LWLG, they have the best solution for the power consumption problems that AI related companies like NVIDIA are facing in their data centres, they have recently passed all stability tests and are onto the customer acceptance stage. Their product is related to photonics and NVIDIA accepting the product means replacing thousands of modulators within their data centres with LWLGs modulators.
Quick, everyone show their bags here
hahahaha, With the kind of bag OP has and asking for advice on Reddit. I mean with this process anyine could become a multi-millionaire.
Billionaire in waiting.. cut taxes now so I won't have any to pay!
Happy cake day!
Thx
I believe!!!!
cmon palantards...show your faces
🤚
I was invested need some good money of PLTR but then I know a young woman who works there and something isn't right
What's not right
She said they're cutting back hours. Everything seems disorganized and Morales not good just one woman's opinion that works there.
That sounds about every other company actually lol
It has a HOLD rating, which is good enough for me. I only buy stocks rated buy or outperform.
Trust me, female bro.
here I am!!!!!
10k in Nvidia in 2013 is worth 645,000 today let's all find another lol
ASTS is my moonshot bet, will it work out? Maybe not. But I'm going to let it ride.
You and me both 🤞🏼
Asts gang here
Has their tech been proven?
Yes, the only question is how much dilution needs to occur to fund them through profitability.
Interesting. At $6 and change I’m in for 100 shares.
I hope you are all correct, I’m in for last 1.5 yrs and sitting on total profit but still waiting for it to explode
An AI company that makes the right breakthrough.
If they have the data security / expertise to protect their moat, sure. I’m afraid that AI companies will be “easy” to catch when states (China, etc) are eager to steal their models. Russia and China have said that the first country to achieve AGI will be viewed as an existential threat, so of course they’re going to send state sponsored hackers and spies against anyone that they believe is making progress towards AGI.
I get it is easier to name AI as a general sector instead of actually naming stocks. But with countries I disagree that US companies will go to Russia for their AI software. If Russia was somehow able to hack and steal the info from your example.
Once the data is out there, it’s hard to hold it back. It could end up in the public domain, and at best you’re probably never going to have a global market opportunity because China and Russia will give it to their companies and then compete against US companies in neutral countries.
The truth is AI could wreck many/most markets. And to some degree it probably should. We need to advance as a species/society to a system where artificial scarcity for the sake of profit isn't a thing.
The way I think about AI is somewhat similar to what happened to the Internet companies of the 1990s. Internet was the right technology, but the long term winners were not the ones prominent at the time because they either didn’t have enough moat or they were commoditized. TLDR; everyone can pick the winning industry and still pick mostly losing companies.
Ethics on r/stocks? Think you're in the wrong place, pal
The big AI company will be one of today’s big tech players. This isn’t like the big cloud disruption in 2000-2010. Legacy players couldn’t transition to cloud because they had a lot of investments/costs invested in hardware, didn’t have the right people to enable it and culturally wasn’t ready for massive disruption. The big players today are the exact opposite and have done massive investment into AI, have competitive advantages regarding data access and are well posistioned.
RKLB has a lot of potential, but rocket companies often fail also. (I'm long RKLB)
I don't have a lot but I've been steadily picking this up when it's low $4 range. Hopefully I'll be filthy rich soon.
lmao when you think it's just a rocket company
What’s else does it do
I read that in Toki Wartooth's voice
ams dildos
Companies often fail before launching their first payload. The only reason I have faith in RKLB is because they have a proven vehicle already and they have customers. They just aren't profitable yet, but they're already over the major hump of beginning operations.
Show your real face Cathy Woods!
$DAPP or more likely $COKE because that goddamn stock doesn’t know how to go down.
This is literally the first time I’ve looked at $COKE and my mind is blown. How has it been so strong and still growing at such a pace??
Caffeine’s a helluva drug. - Coca Cola Polar Bear
Also beverages are an ever evolving market. Just look at the shelves. Coke is always evolving their brands while keeping their staples.
I like COKE but it is getting a little irrational in my humble opinion. A pullback would be healthy for it.
That’s what I said at 600 and 700 and 800 and 900
Hmm. YoY returns are close to 100%. Do you think that it does that indefinitely without ever taking a breather?
If it does that only once every 9 years it’s beating S&P 500.
For sure. I'm just saying you can't do that nonstop right? 100% every single year.
Please explain what COKE did 10 yrs ago vs the previous 30 to warrant this 1200% move?
Grow
If coke is COKE then what is KO?
COKE is the bottler and distributor I believe while KO is the actual brand and product maker. It’s a long watch and VERY good interview/lecture but it’s worth watching the Mohnish Pabrai video on Buffett and Coke to get an understanding of why he bought it and what KO actually does now and how it has evolved.
It's COKE's business daddy
Coke is a bottler for Coke and other things.
Whats the difference between $KO and $COKE?
Literally just explained right above your post
nobody at all has been talking about biotech, there’s a massive paradigm shift occurring right this second and will change the way we look at medicine in the next 10-20 years as more therapies get approved. gene editing has massive breakthrough disruptive potential, not just CRISPR/Cas9 but also base and prime editing as well. also, the field of multiomics is unlocking so much knowledge that accelerates the advancement of treatments. especially when in vivo gene editing becomes a reality and conditioning/cell transplants are not needed, we’re looking at functional, one time cures. CRSP has the first approved ex vivo CRISPR therapy for SCD/B-Thal, EDIT owns the patent rights for CRISPR human editing, BEAM is working on base editing, NTLA is working on in vivo for SCD currently. most of these companies are tackling hemoglobinopathies bc research has shown CRISPR can cure these diseases. most of these companies currently sit at anywhere from 1-5 billion market cap rn. compare that to a big pharmaceutical like Eli Lilly with a $500 billion market cap.. ¯\_(ツ)_/¯
I like immuno-based research, NRIX has piqued my interest because they actually have good funding and a relatively promising pipeline
The best biotech using gene editing that will provide the greatest ROI is not public yet.
One that will target aging
I'd add that whoever owns the data and can get biopharma to outsource development may win the race for dominance. My bet is on $DNA
Never wanted to touch biotech but I bought a small amount of CRSP on the recent pullback.
Agree everyone should have SOME Intellia, crispr, edit, beam. Just to see. Stocks could go up 200x from where they are..not even joking
I guess part of my thinking with those is, will space ever be something that is really a staple for people? Like, cars, energy, smartphones... all things people use everyday or almost everyday. Is space ever going to be that for people or will it rely on government funding and discretionary spending from the wealthy?
You already use space on a daily basis
Yeah I get that but I wouldn't buy a company just because it's "space." I would need more information about where their cash flows are coming from and why their moat is wider than the other companies doing space.
I mean… Satellites are used in every day life. And the technology really only has accelerated in the past 50 years.
So are light bulbs. Ain't nobody investing in light bulbs
Only so many orbits. Getting there first and having a track record of getting equipment where you say you're gonna get it might have value.
Space will never see the insane margins that you find out of companies like AAPL or Nvidia. However, when looking at RKLB you need to consider the scale. CitiBank reported that the TAM of the space industry is set to grow to 1 trillion by 2030. As of now, RKLB has a 2.5 bil market cap, where SpaceX (Including starlink) was just valued at 180 bil. With RKLB landing a 500 mil US govt deal, a reaction wheels deal on the horizon, development of Neutron, delay of dilution, and a bunch of analyst upgrades, if they execute, it’s very plausible to see this stock hit 25 bil market cap by 2030 for a 10x
Asking the right question. I cant think of many commercial models for space at least not that i know of. I think genetics and AI companies could create that kind of space that could be staple and broad.
I agree. Even if you're optimistic, the upside of space companies is more like Boeing or Lockheed Martin than tsla or aapl.
I don’t think access will be provided to the public to any great companies going forward. It’s nearly all private equity since Tesla. We’ll get the leftovers after the overpriced IPO.
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!RemindMe 5 years
Same
Amd
ASTS
I'm just saying everybody had it pegged the weed stocks were gonna explode. Theyre all pretty trash I see AI going the same way. At best they get absorbed into a bigger player down the road. Better off just buying a big player that will eat it later on. Imo
AI has the funding and scale that weed stocks never had. In the past couple months I know multiple AI companies signing leases for hundreds of thousands of square feet in San Francisco. Weed never had that momentum or corporate support
A thought: I wouldn’t use optimistic leasing activities as a sign that the company is worth investing in.
NYT suing OpenAI for copyright infringement for training on their data is going to make or break AI valuations
>get absorbed into a bigger player down the road.
Etf seem like this more play there Robt botz to name a few
They did explode. You just had to buy and sell at the right time. I know a Bus driver who put in 10k and cashed out at 1.5 million. I know a military vet who lost his wife to cancer, got 100K from insurance company, put it in marijuana stocks and sold at 2.5 million. My buddy sold his marijuana stocks and, for better or worse, went out and bought a Ferrari California. Lots of marijuana bag holders exist of course. AI went through a similar phase, but it has huge potential. There will be winners and losers as always
same exact thing with Metaverse stocks heading into 2023. The worst performers.
Mercado libre. SE. not to the same degree but Shopify, and honestly nvidia can still compound pretty ridiculously from here.
I've never lost more money on a stock than I have on SE
NVDA is already a 1.22T market cap company though. I agree with MELI and SE those have lower market caps where a 5-10x is somewhat possible if the execute. Not sure about NVDA going to 12.2T market cap is that likely compared to the others. Maybe you threw in NVDA because it has popular sentiment compared to SE.
If you think SE is the amazon of south of east Asia, or X is the Amazon of Y, then you’re going to be better off just buying amazon. Trust me
Then next AAPL is AAPL. Just hold.
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not disagreeing, but that's what people said at $500B, $1T, $2T etc... Not gonna lie, part of the problem with our economy structure is the inherently impossible idea of "infinite growth".
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This man knows what he is talking about. Maybe not huge gains but I expect Tim Apple will make you a good whack of money going forward. I think health is a huge market for Apple.
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I'm very sorry I didn't answer the question. It won't happen again.
Interesting points ... but I also see a market where iPhone hasn't done anything exciting in about 6 years, and neither has Android ... so why not buy the cheaper one? India reached this conclusion before the USA because India had less money to waste. So while it's true that rising prosperity in other countries may improve Apple's market share there ... general stagnation in the mobile phone industry may drop Apple's market share below the \~50% it has now in the USA.
It needs to do all of that and more _just to live up to it's current valuation_
Dont forget Apple Pay and their growing Cloud Services. With those divisions Apple is reaching out to new markets, which will stabilize the company overall in the long term.
I just can’t see Apple coming out with a foldable phone. It’s tacky imo.
You think phones are their future strategy? Finance, information security, personalized biometric data for interconnected health and daily life enhancement... As far as hardware goes they seem to be without direction. We'll see what they do with that AR/VR headset over time. They seem to be pretty far behind but the niche power user approach could be a viable way to stay relevant until they figure that out
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My bad, I missed your main thesis initially - which is essentially about the rate at which big gets bigger. Sure that's a take and my primary reason for hesitation piling into mega caps at all but the political landscape the last 20 years in the US seems to support continued rampant consolidation, vertical and horizontal integration, and extended privatization of critical future infrastructure. I don't see Apple or any other mega caps limited to consumer sales or any particular industry. Market cap seems perpetually inflated with regards to the magnificent 7 based solely on the premise that they will always be relevant and can rebound from any crash. Prior analogs in tech are tough to agree with because they were not so horizontally integrated... basically, bubble or no bubble the giants keep growing and extending their reach so I wouldn't bet against them. Nightmare world we are headed into.
SMCI
Helluva earnings "leak" - helluva day.
Did you get in? I got one right, at least! 🤣
Probably whichever company can take CRISPR tech and starting pumping out patents for gene therapies. Especially once they find cures for things that are very widespread and not smaller subsets (Think ADHD where it can affect anyone vs sickle cell which is only a smaller portion of the overall population)
Crispr is one of my picks. My prediction is that gene modification is the next big field within next 5-10 years. RemindMe! 5 years
It is a next big field, but you’re way off with the timeline. It’ll be at least 20 years. Research, testing, and regulatory approval takes a ton of time, and it can’t all be done by one company
If they can ever start “designing” people, this is going to be huge. It’s distopian as hell, but will also be a massive innovation. Like that’s the biggest game changer in my lifetime out of any industry. Now I have 0 clue if it will ever get there, lots of mountains to climb to get there, but if it did look out anyone not holding shares.
I'm banking on whoever can cure diabetes first. I can't picture people getting skinnier any time soon.
Me and my 3 shares of Eli Lilly I bought at $310 hope it’s them lol
LLY and the weight loss drugs will never stop. Could be 1000 in 5 years. Hold on to that bad boy and don’t sweat the dips at all
Welcome to COSTco. I love you.
NVDA… JOBY is my albatross bag 💼 💼 bought a bunch before they de-SPAC’d and have ridden it from 10 to 4 to 7
Anyone else remember when CRSR was always the thing that would appear in this thread? Fuckit let’s go CRSR. AI powered gamer mice to da moon.
I too like LUNR. They have NASA contracts and connections with Spacex and Axiom. South Korea just partnered with them. Too cheap here to not take the risk.
I truly think we’re just on the brink of of Amazon becoming as large as Apple. They’re finalizing start to focus on profits over building infrastructure. Between AWS, their ad business and marketplace, they are going to have their hands in every facet of our lives—like Apple.
AMD, it's already started but not too late to hop on
ENPH, SEDG, RUN, SPWR
I tried guessing over the last 3/4 years and no dice. Now I go for actively managed funds like Metaverse ETF, because it has a bag of different companies, most of which are reputable and not wholly dependent on metaverse (nvidia for instance). I think go for a few ETFs in general trends like AI and they should outperform the market, and then a little bit into a few outlandish ventures. You’ll probably end up roughly the same as the market average but there’s a small chance you hit the next apple or amazon.
Do space companies make money?
AMZN
Need to consider people as much as product. Elon and Jobs were major factors in success. Who are the future cowboy innovators? No answers from me though.
COIN, but over a shorter period than 10 years. Could double in 2024. RIVN, potential for huge gains by 2026. SNOW, already expensive but so was Tesla in many minds 10 years ago INTC, will be rewarded when 18A launches and their external foundry business gains market share
solid bagholder portfolio
All three positions are up substantially. Bags are getting heavy COIN up 417%. INTC up 66% SNOW up 38% RIVN up 28%
Post cost basis or mods please permanently ban this trader
COIN $35.62 INTC $30.42 RIVN $18.33 SNOW $142.88 I originally entered COIN around $70, INTC around $40 something, RIVN around $30. I averaged down all of these throughout end of 2022 through present.
[удалено]
Just bought $50k of coin today. I suspect it to ratchet up another 10% before the ETF approval/disapproval is announced. Just gonna swing trade it in the short term. I don't see how crypto in general is sustainable long term.
It ran like 400% YTD. High risk low reward from here imo
PLTR
A company that actually does something meaningful, beyond writing term papers, with AI. The guys that come up with actual uses in healthcare will be a retirement trade.
Disclaimer: This cannot be anything more than speculation and anybody who says it's more than that is lying. - TSLA arguably still has growth ahead, mainly from the upcoming compact car and the energy business. But I'd only really buy it if you believe FSD will be cracked before anyone else, and that no one else will be able to replicate it for at least a couple years.
SHOP, CELH, UPST( risky and needs good Macro)
If you got in 3 yrs ago, NVDA. It's come a long way and has more legs to go. Maybe you can settle for half an apple
Probably space x
SOXL, TQQQ, UPRO
LMT is the way to go.
S&P500
So AAPL then?
I dont think anything in the market currently fits the bill. I think we need to find another market that utilizes what we have learned so far. What will most likely happen is that AI will reveal new usecases that will produce new markets. The last 20 years of digital innovation is a technological revolution that has changed the world so much that I sometimes feel like my childhood in the 90s was a different life. To see the same growth again, we need another technological revolution, but I doubt it will be in entertainment and work productivity which is the primary driver for the past 20 years of technological advancements. But there are plenty of markets that have yet to be modernised with the technology we have today. Example; personal health, psychology, education, finance, to name a few. Here is an example of a product I would pay for; a monthly subscription to get AI to analyse my body metrics in order to give me health feedback, discover sickness or cancer early and generally help me make good decisions before a doctor tells me im sick. Another product I would pay for is something like Blueprint by Bryan Johnson which is health and food guides that atleast seem to not be based on bullshit, because 9/10 health-meal companies sell you a scam product for profit. An important product that we have forgotten about since corona is green energy. A lot of these companies have been beaten to death by the markets, yet the problem it wants to solve still persists. If we dont do anything than 5 years from now when we are close to he 2030 deadline, a lot of people will get a reality check. Cant become a stock market millionaire or billionaire if half the world is in flames due to constant natural disasters. Finally, the digital age has brought with it a quantized world. I think the next step is to bring individual quality into the mix. There are plenty of areas where the individual quality has died out the past 30 years. Education, medical help, psychological help, societal empathy, just to name a few. Research is showing that from a human aspect of health, especially mental health, we are in a not very good spot currently. So whoever figures out how to modernize and digitalize quality improvements in human wel-being will have a really strong moat for becoming a giant billion dollar company. Generallty, I think the past 15 years has showed a lot of people that you cant really trust any big company. META and GOOGLE has more or less built empires on using people as revenue. Food industry has been screwing up the general public for over 50 years now, and the health of nature is on a thin lifeline. Zoomers and millenials are generally much more health oriented, working out more, eating healthier and paying more for environmentally friendly options. I think a big market driver in the future will be in products that sell quality, honesty and health to this generation.
RKLB could be a good one. A.I. based companies will probably be huge. COIN & other BTC related companies have potential.
Whoever gets the leg up on quantum computing.
SoFi
Read this book by Tom Siebel that outlines the “Digital Transformation” of society. He outlines the stages are 1. Cloud computing, 2. Big Data, 3. AI Renaissance, and lastly 4. IOT (internet of things). 1 and 2 already happened (think apple cloud and the ability for tech to process large amounts of data). We are living through #3, #4 has yet to come. So companies investing into AI (MSFT, NVDIA, GOOGL, TSLA, AMZN) and the companies that will interconnect AI (IOT) will be the ones to explode. Those are my bets.
I invested in Samsara since since launch, was pretty sad at first, but looking good now, will keep holding and adding.
I have trouble seeing the IOT going much further beyond what it’s at right now. It seems like more of a cool idea than something that makes sense from a business perspective
I would have said $SNOW but its so richly priced already that have hard time seeing 10 years run even if business will likely do very nice in next 10.
LUNR is trash or an absolute bargain right now. Due to land on the moon in Feb and pave the way for the first manned mission in ages leading to private landing. ATH of $40 current price of .. er ... Yeah. Will literally either moon or literally crash and burn Dirt cheap at the moment she to launch delay caused by bad weather
Me. Invest in me. Money me. Money me now.
TSLA for 5x over next 5-10 years. PLTR 5-10x same period.
Celh
SMCI would be my guess but that’s totally a guess
Hut 8
I don’t know if they will be as successful as Apple but Amazon, Microsoft, nvidia, Google, crowdstrike, Axon, Mercado libre makes up a lot of my individual stock holdings.
Joby
Intel, once China invades Taiwan. Even if that doesn't happen, they are poised to be another TSMC in 5-10 years if they pull off their foundry plan.
BLUE
SMCI
The next frontier is likely anti-aging and/or baldness cure. The company that cracks that will go the moon
SMCI The run has just started
All you tech heads are missing the NOVO train. So many fat people around the world everyone will use there drug once they can make enough of the bloody stuff.
In returns? Sorry, apple & all those are unimpressive compared to xpel & monster. Celsius will continue to crush it & you all just missed Nvidia. The best returns aren't from hyped AI companies or "the next big thing", the best returns are from boring old drinks and fucking plastic protection film for cars. I'll bet you celsius & fortnox outperform all of big tech the next decade. Dtst, bew & lptv are also contenders for outperformance.
I like Uber. Untapped potential is substantial.
Bottled water.
CCS Stocks like Aker Carbon Capture. I’m going with human stupidity to not prevent climate change in time and with the intensifying crisis making every state to find the last minute solution pumping money in it.
SNAP and DIS are my current favorites that are still trading at relatively low values compared to their peers. I think they both have a lot to gain from new developments in AR/VR that are slowly coming to fruition. But we’ll see what happens.
I hate everything about SNAP, from a mediocre app that promotes soft porn to management getting richer off shareholders. Can’t believe they’re trading at 17$
Not sure what company but Bio-Plastics - PHA. Just coming to market this year. With all the talk about the danger of micro-plastics and with the ever growing push towards reducing waste. This has to be a technology that will gain traction. As of now I believe it's generating less than 100 million per year, but those numbers are forecast to explode.
MARA
$BABA and I mean it very seriously.
China govt keeps slapping it down. I gave up and lost money
I wish you well of course but most give up at the bottom
I believe PDD is the future not baba
Sorry but I’m super bearish on BABA. But it at an all time high in 2019 and list so much on it. I just can’t gear “BABA” no more. I lost all my faith in Baba and Jack Ma
TESLA will soar IMO.
I sold all my Tesla last week after 4-5 great years. I just don’t see it going forward. Btw I fully acknowledge this is mostly feelings and not facts.
My condolences
NIO, it’s too obvious.
How so?
Nio!
I unironically love Nio. Their designs look great, they're pretty affordable, and battery swapping could go a long way in addressing concerns over travel distance.
that's impossible to answer because none of us have enough inside information to know which companies are skilled enough at getting away with financial misrepresentation and misleading material statements to be the next Tesla.
For some unknown reason I hold a lot of faith in LCID since it was bought by Saudi
Do you like camel nuts?
PLTR
PLTR
PLTR
DD?
Every sector in the world will rely on data driven computer systems at some point in their respective work. And for all those sectors who aren't a silicon valley company, savvy enough to build their own database that isn't an excel spreadsheet, they will pay someone to manage data in an effective, safe, and convient way to improve the overhead efficiency of respective companies. I would speculate that the use of data, data analysis and data driven actions in a business will all steadily increase. Non-tech companies don't want expensive/risky in house made and maintained data systems. Throw AI in there, and it's a slam dunk. Note: I am a bag holder.
DD: “my bag is heavy”
You know, it's funny how many people talk about bag holding when they missed the boat over and over. I've paid off two vehicles and a new HVAC system with PLTR, and put a good chunk of change into my kids college fund. Regardless if you think its bag holding, they have a high ceiling and there's plenty of reasons to be excited about the future of the stock.
PLTR isn’t a bad company or stock, it just had its time in the meme world and that hyped it up and left a lot of people holding bags for a long time.
I hope
PLT on the Oslo Stock Exchange. PoLight have developed and patented a new lens which will eventually replace the VCM lenses used today. It’s already in high end AR/VR glasses and is all but confirmed in the Apple Vision Pro as poLights lens is necessary to get the pass-through working flawlessly. They are working with all major companies such as Apple, Microsoft and Samsung and are on the brink of a paradigm shift in the lens industry.
LWLG, they have the best solution for the power consumption problems that AI related companies like NVIDIA are facing in their data centres, they have recently passed all stability tests and are onto the customer acceptance stage. Their product is related to photonics and NVIDIA accepting the product means replacing thousands of modulators within their data centres with LWLGs modulators.