Been thinking a lot about what's next in this cycle.
Memory's had a run. Semis are crowded. Everyone knows the story now — which usually means the easy money's been made.
So where's the next leg? What benefits from AI but hasn't been bid up yet?
I'm digging into three areas:
🤖 Robotics — AI needs a physical layer. Automation, manufacturing, logistics. Still early.
🔐 Cybersecurity — more AI means more attack surface. Security spend has to scale with complexity.
⚡ Power & energy infrastructure — data centers are energy hogs. Grid upgrades, cooling, power management — someone has to build all that.
These aren't replacements for semis. They're the next connections in the chain. Different part of the cycle. Different risk/reward.
What else are people watching that's still under the radar?
Memory's had a run. Semis are crowded. Everyone knows the story now — which usually means the easy money's been made.
So where's the next leg? What benefits from AI but hasn't been bid up yet?
I'm digging into three areas:
🤖 Robotics — AI needs a physical layer. Automation, manufacturing, logistics. Still early.
🔐 Cybersecurity — more AI means more attack surface. Security spend has to scale with complexity.
⚡ Power & energy infrastructure — data centers are energy hogs. Grid upgrades, cooling, power management — someone has to build all that.
These aren't replacements for semis. They're the next connections in the chain. Different part of the cycle. Different risk/reward.
What else are people watching that's still under the radar?