The Analyst
@MMatters22596
We find asymmetric growth setups before the breakout
Elliott Wave | Cycles | Fundamentals
Business & IR: vizongbr@gmail.com
NFA | DYOR
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加入 September 2024
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The 5 major investment themes I focus on for the next 5 years, and the best positioned stocks.
1. Energy
- Grid tech
- Power Generation
- Storage
My top picks: $VIST | $XE | $VST | $CCJ
2. Physical AI
- Software
- Humanoids
- Critical parts
- Edge-Computing
My top picks: $XPEV | $TSLA | $SYM | $OUST
3. Space
- Launches
- Space Infrastructure
- Operations
My top picks: $SPCX | $RKLB | $FLY | $LUNR
4. Defence
- Counter Drone
- Drones
- Target acquisition
My top picks: $EOS.AX | $ONDS | $AVEX | $AVAV
5. Software
- Workflow Automation
- AI-Agents
- Business Intelligence
- Data analysis
My top picks: $PLTR | $TEAM | $NOW | $ZETA
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