Hi folks, I am interested in hearing what future tech stocks or pure plays folks are investing in or keeping an eye on right now with a multi-decade horizon. Ideally, I want names in areas that haven’t already seen a 300%+ surge over the past year.
For context, some of my early wins based on online discussions included:
- GPUs like NVDA, TSM, AMD
- VTOL air taxis such as ACHR and JOBY
- Quantum computing plays like RGTI, IONQ, QTUM, QBTS
- Nuclear/fusion-related stocks (no “pure plays” yet, but I looked at CVE, OKLO, GOOG, CCJ for uranium exposure)
Currently, I am intrigued by autonomous driving and humanoid robots but have not found many pure-play stocks in those fields that stand out yet.
I do my own research and revisit theses often but would love to hear what others are excited about in future tech.
Any insights will be welcomed. Cheers!
Autonomous driving is definitely heating up but I’d also keep tabs on AI-powered healthcare and biotech pure plays. Companies innovating in AI drug discovery and personalized medicine could revolutionize healthcare over the next 20-30 years and still feel fairly under the radar.
In AV theme, there are Google’s Waymo, Amazon’s Zoox, Tesla’s robotaxi and FSD…There’s no separate stock for Waymo and Zoox, unfortunately. There is Lucid Group(LCID), which claims to have achieved level 4 autonomy… (Maybe others can mention more stocks if they know…)
In Humanoids, it’s Tesla(again) and Serve Robotics(SERV). Recently, there was news that Meta has also gotten into Humanoids. Many good companies in this space are still private, like Figure AI, OpenAI, etc.
You can research more on these.
I like ‘meta’ here after the correction and below 600. Best value hyperscaler and the Zuck always bounces back. Never underestimate the zuck.