17 Comments
User's avatar
Cotton Dog's avatar

I really appreciate the no fluff, no hype put these technologies/tickers on your investing radar screen. Thank you.

Make Wall Street Your Bitch's avatar

Thank you, that's the type of information I'm looking for. Fingers crossed for these industries!

Bill D's avatar

Being a millionaire isn’t what it used to be, not rich, more likely middle to upper middle class. The value of $1 million today is only worth 11.75% of a million in 1970. Dollars are a medium of exchange, not a store of wealth.

Pjdennia's avatar

6. Quantum computers IONQ

my.stock.research's avatar

Great work futurist.

Jose Eduardo's avatar

Outstanding !!! Thank you !!

ColoradoBJE's avatar

Excellent. Thank you.

Matt Hargrove's avatar

Love it. Spot on. I would add kraken robotics as well.

Rob's avatar

I appreciate the theses in these industries and names to watch or get in on. Fuck those stackers that put information that can potentially help people, maybe change lives, behind paywalls.

ryan howard's avatar

These stocks all have already run 1000%. Where are the next leaders starting at very start of the 1000% runup is the question. Everyone chasing these names so easy real money already made

Bill D's avatar

I’m focusing on the commodities needed to build these various systems. They’ve run up as well, but not as much as these companies.

The Financial Ethicist's avatar

As a financial ethicist, I sometimes worry that our definition of “infrastructure” has become too narrow. We think about chips, AI, robotics, data centers, and energy grids. And yes, those things matter enormously. But the deeper question is: what is all this infrastructure actually for?

An economy is not just a machine. It’s a human system.

The risk of this next era is that we become so fascinated by exponential technology that we underinvest in the human architecture underneath it: health, caregiving, education, trust, community, purpose, and the ability for people to contribute meaningfully across longer lives.

That’s the infrastructure we need to build too.

Not just AI capacity, but human resilience. Not just automation, but pathways for dignity and participation.Not just financial products, but financial capability and institutional trust.

Some of the most important investment themes of the next 20 years may sit right at this intersection:

• Healthy longevity and preventative health

• Aging at home technologies and caregiving systems

• Financial wellness and retirement innovation

• Mental health and cognitive resilience

• Workforce retraining and lifelong learning

• Community infrastructure and social connection

• Trusted AI that augments rather than replaces human capability

Technology compounds quickly. Human flourishing doesn’t. It requires intention, investment, and institutions designed around the person at the center of economic life.

🧐 The real infrastructure race may ultimately be about who best invests in human capacity itself.

Sinclair Dragons's avatar

is any of them in buy zone right now?

Sinclair Dragons's avatar

Which one of them can we still buy

Alan wolman's avatar

i would add oust to robotics

Basu Ji's avatar

hi Brian - do you trade options ?