Theme Radar: 9 Disruptive Themes I'm Tracking

Early access to the stocks and themes shaping my next high-conviction positions.

Theme Radar is a curated watchlist of disruptive stocks emerging across the themes I'm actively researching.

Many of my portfolio positions start as ideas I’m researching months before they become high-conviction investments.

Theme Radar will give Pro members an early look at those ideas and the themes I’m spending the most time researching.

Themes currently covered include:

• Robotics

• Photonics

• AI Energy

• Space

• AI Infrastructure

• Rare Earth Metals

• Defense Tech

• Quantum Computing

• Genomics

A few names on this list could become future portfolio positions as conviction develops.

You’ll see them here first.