I've been digging deep beyond semiconductors lately, trying to map out the next wave of AI beneficiaries.
Three areas on my radar:
1. AI security — as models get more powerful, the attack surface grows. Someone has to protect these systems.
2. Biotech — AI-driven drug discovery and protein folding could compress development timelines by years. Think about what that does to valuations.
3. Physical AI — robotics, autonomous systems, anything that brings intelligence into the real world.
But I know I'm missing pieces. What sectors are you watching that could ride the AI wave? Where do you see the next rotation happening?
Always looking to expand the opportunity set.
Three areas on my radar:
1. AI security — as models get more powerful, the attack surface grows. Someone has to protect these systems.
2. Biotech — AI-driven drug discovery and protein folding could compress development timelines by years. Think about what that does to valuations.
3. Physical AI — robotics, autonomous systems, anything that brings intelligence into the real world.
But I know I'm missing pieces. What sectors are you watching that could ride the AI wave? Where do you see the next rotation happening?
Always looking to expand the opportunity set.