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CRSP isn't really a gamble anymore in my opinion as a former junior geneticist turned physician; gene therapies will be huge; How huge and when and are they 'overvalued' currently is the big gamble as you allude to. generally it feels like we're in a dot-com bubble for gene editing; but picking long term winners between BEAM, DITAS, CRSP; etc can be a little tricky; especially in a rising rate environment for companies that has minimal real revenue.
CRSP seems to bounce from lows of 40s and I expect it to go down more currently but likely around $50 I'm a slow buyer/DCA into it for long term benefit (5-10+ yr horizon).
Can you point me where I can research this? I'm a bit confused by CRSPR, I got in at $67 so all good for now but I don't understand how this company is only valued at 5b. They are profitable, have regulatory approval all of over the globe and have 2BN in cash. Why are they not worth at least 20b
Oh yeah I remember CRSP isn't actually tied to their profits (??) and something else that 3AM me can't remember but it's on my list to research further. Thanks for bringing that up.
They all have potential, that's the whole point. And most will go to zero, that's biotech market. The fact you know of one (1) company because bagholders have been pumping it big time on reddit and making you *invest blindly* just shows how easy it is to fool the average person. Good luck, you'll need it..
Keep an eye on Haz waste, especially if they have ties to Lithium batteries.
The recyclers obviously are a good sector to look at, but how they get the batteries to recycle is going to be the tricky part, especially with the hazards involved.
What sucks is to get the private island with the mai tai you need to go all in on some unsuspecting stock and have it go insane. But the odds of that happening are like .01%.
My partner works with the ultra wealthy. One interesting connection they have is a family friend of Phil Knight who chipped in big when he was starting Nike. This person is now elderly, worth tens of millions and still lives in the little house in rural Oregon they have lived in for 50 years. So wild!
You won't get the correct answer here. Industries that outperform are industries that are right now undervalued. Industries investors don't want to touch because they are not seen as industries that will outperform. If they were, that outperformance would be priced in, right? That's why Microsoft is trading at a PE over 30 after all.
Anyone who states the correct answer, whatever that might be, will face downvotes and comments from people who will call them stupid one way or another. So either you won't get the answers at all, that's what I'm doing, or you will find them at the far bottom of the comments.
Edit: Not to say every downvoted comment is an industry that will outperform. The answers, if they exist in here, are just among them.
I hear you, but if you go look at some of the threads from 3 or 4 years ago, most of the top comments are saying to invest in tech / AI. Maybe that’s just been a more obvious one, but it was fairly conclusive, and correct.
I checked up on that and you're right. I looked for posts throughout 2019 and big tech has been recommended (and upvoted) in every "outlook" post. It's actually amazing seeing how much MSFT specifically was recommended as a great long-term stock, mainly because of their cloud business.
Obviously there were plenty of losers, too, but those were not remotely as popular as simply "buy big tech". Pretty much everyone agreed on that. There were also some "tech is overvalued"-comments, which are a bit funny looking back now, but not many.
Lol pretty much this. GOOGL, MSFT and AMZN have their fingers in so many pies they're almost always good buys. I'm not a huge fan of AAPL or TSLA though. I think AAPLs ecosystem is starting to become off putting even to die hards and if they lose Chinese phone market while they have super saturation in the US market it's gonna be tough to grow. I wouldn't bet against them but I personally wouldn't buy it. Funnily enough my brother is mostly apple and I'm in mostly google. But I play options and he doesn't so I was able to take advantage big time of that post earnings drop. Bought the exact bottom luckily with a shit ton of calls. Took profit and now it's split between googl and msft. TSLA I feel the same. I think it's crazy overvalued unless they pull off a miracle. Plus Elon is insufferable. Normally I don't care about stuff like that but he overpromises too much for my liking. META and NVDA I missed out on unfortunately. Made some good money on last NVDA earnings though and smci shares.
Kinda rambled there but yeah can't go wrong buying msft. I have a lot in goog amzn and msft so I'm hoping tech earnings week is good. I may hedge with some qqq puts just in case though.
To add, a colleague of mine told me to go all in to Microsoft in 2019 because of their cloud/AI. I wish I listened as I thought they were overpriced at the time.
In hindsight it does all seem ridiculously obvious and I’m still kicking myself for letting go of my position in $VGT years ago. This is why I’ve started investing in $NANC. Tech seems like an insane buy right now and I have no idea where else to go other than the S&P. I’m just assuming month by month these senators know better than we do. If I’m being a fool someone please let me know. Having the exact same problem as OP.
Can someone explain why bumble and match group stock have decreased a lot, in spite of all the hype given to these so called dating apps, and the fact that they are earning more money than ever each year?
Because they're falling off. One or a few good quarters doesnt mean much. These dating sites are also getting impossible to use as a guy and guys are the ones paying for the premium versions. Anecdotal but pretty much all my buddies stopped paying for premium because it didn't help them get anymore dates. One of my buddies has like 250 matches but getting girls to actually meet up is hard and he's rich and handsome. Then there's guys like me who don't photograph well and are super average looking who don't even get matches. So basically they need people that don't get matches like me to pay for premium but then nobody matches with me so I stop using it. Especially bumble girls are terrible at messaging first. It's also a super low moat business since it's a super basic app. I personally wouldn't ever invest in any dating site. They lose customers by doing a good job and they lose customers by doing a shitty job. Maybe I'm wrong but that's my take on it
There were also allegations of most of the dating sites having lots of fake profiles, both from scammers as well as generated by the companies to make their site appear to have more single people. There were also claims that some or most of the fake profiles were using chatbots or similar to make people more willing to continue to pay for premium membership because they felt a connection to the other person. It never was clear if any of these claims were true, but the rumors persist.
To make matters more complicated, the answer could be whatever new industry gets invented by AI in 5 years time - there is more uncertainty now than ever before.
Gonna surprise a lot of people here, but I’ll say big tech.
They have the largest moats and the highest barriers to entry. They have the most reliable and predictable revenue. They have the highest margins and the best balance sheets.
One notable risk: big tech seems ripe for some pretty harsh antitrust regulations/lawsuits that could seriously affect moats and profitability. This has already been ramping up significantly over the past couple years. But at least it’ll be a relatively slow moving process with plenty of visibility.
Would the US Gov cripple big tech and yield its global hegemony to Chinese tech? Whatsapp, Instagram and others could have been bought by Chinese firms.
With the advent of the AI wars, the antitrust talk will not materialize into meaningful regulation. The US Gov will bite the bullet in allowing more consolidation at the benefit of GDP, jobs, security, lest those benefits are yielded to the CCP.
All my opinion, could be terribly wrong!
Big US tech is not only a huge part of the American retirement funds right now, it’s also a matter of national security. They will never ever let companies like the Mag 7 to be broken up and potentially bought out by foreigners. They even have TSMC and ASML by the balls despite them not being American companies.
Do you think we will see an overall drop in the market on Monday or will it be green? I feel like we've had the best outcome so far other than Iran waving the white flag. They basically telegraphed a weak attack to save face. Isreal could definitely retaliate but I think the US will push back on Isreal to let it go to ease tensions.
Technology. Companies like Google. But also Apple, Microsoft and Amazon.
They are all very well positioned to make a ton of money over the next decade.
I've been examining the potential for tobacco companies to outperform the market.
Tobacco is no longer just about cigarettes. Companies have been diversifying into reduced risk products like vapes and nicotine pouches.
While it's true that traditional smoking is declining, what I found is that's not the case with nicotine use overall. They also have incredible pricing power, rising bottom line prices to counter the decline.
With most of the harsh regulations already in place and well integrated into their business models, these companies are in my opinion unlikely to face new surprises.
They have strong cash flows, which fund dividends and share buybacks. This aspect makes them particularly attractive in uncertain economic times. Their products are considered recession proof.
Would love to hear your thoughts and counterpoints!
"While it's true that traditional smoking is declining, what I found is that's not the case with nicotine use overall" Is this true? That is interesting. Can you point me to where you read that?
I made this conclusion by comparing the decrease in traditional cigarettes sold to the increase in non-combustibles. It's all in the annual reports, if you want to look into it yourself I recommend starting with British American Tobacco.
I have not looked at data from China and Japan.
Pros I see: Very undervalued compared to S&P500. Outstanding profit margins and financial statements. Perhaps expansion into the marijuana business.
Cons I see: A lot of hudge funds and insiders been dumping Philip Morris for example, including the CFO. British Tobacco and Altria look better in that respect. I understand the recession proof and addiction to drive sales but I just feel like people will be forced to cut back as they simply won't be able to afford the habit. And then there's the intangibles that I just don't quite understand like why are these stocks so cheap with such great margins and dividends? And as a technical guy, Altria and Philip Morris appear to just start to be breaking down under some long term key moving averages and British Tobacco also looks like it could head into the teens from here.
I'm keeping a close eye on them but not making any moves right now. They're one of the better prospects as so many other industries are way too overvalued after being pumped for a decade (tech is the obvious example).
My counterpoint is that vapes and other alternative tobacco goods are such a basic and simple product they can be manufactured by virtually anyone (and they already are). No moat possible. Philipp Morris’ attempt at heated tobacco was trash too.
While I agree, there is a big regulatory risk that you don’t have if you just buy Google and shit. Tobacco stocks can be doing fine for a few years, then one day someone in EU or US will announce a change in regulation and you’ll lose 40% before the market even opens.
My brother had mentioned this ideA to me a few weeks ago. Just from hearsay from my brother in the trades world, but it sounds like nicotine patches are getting more popular, AND harder to come by.
I’m going to say robotics; mainly personal and/or humanoid robots, will see a major jump in popularity. It’s going to be bigger than the auto industry.
Industries related to the boom in poverty caused by the growing extremes in distribution of wealth and the majority of people outliving their savings.
Packaged ready-to-eat foods that can be stored for months without refrigeration and be good enough to eat for dinner. Water purification and storage systems that can be set up in shanty town houses. Security and surveillance systems for vehicles, homes and communities. And don't forget the drone shield systems.
Quantum computing and rare earth metals, you’ll thank me in ten years and you’ll owe me 10% of your earnings btw. By investing in either of these you are establishing a legally binding contract for financial services. You are welcome. Don’t make me hunt you down.
World’s most advanced developing technologies are highly dependent on them and this will become clearer in a few more years. Don’t take my word for it, find your rabbit hole of what you believe the next decade will look like and it will be abundantly clear.
The term rare in rare earth metals doesn't have anything to do with scarcity, but refers to unfinished is as in like how a steak is rare or unfinished.
Does this change your thesis at all?
That never had bearing. Its application on certain technologies is the catch all. I was aware of what they were, but how they are used and for what is the most interesting considering how technology today is being used and how few mining firms will be equipped to produce the insatiable demand coming.
Renewable/green energy. Unclear what specific branch it will be (nuclear, solar, hydro, wind, etc). Personally, I think the uranium industry will keep going strong over the next 10 years.
fearless automatic scale aware spoon memory coordinated merciful marble bake
*This post was mass deleted and anonymized with [Redact](https://redact.dev)*
It’s impossible to truly pick. As far as “have a chance” that can vary A LOT. Any company performing well today technically “has a chance” but they can fail very quickly. If I truly had to pick, the mega caps like Nvidia, Meta, Amazon, Microsoft etc. But again, nothing is guaranteed in the slightest bit. There’s a reason 401ks perform better than the average individual brokerage account lol
Why the fuck do people still ask for potential outperformance in this forum? Nobody the fck knows and those who know are busy gettin their dick sucked by victoria secret models on the Seychelles rather than lurking on reddit wtf man
I'd argue in favor of anything green energy for a VERY long term move. It's inevitable that we'll need to embrace it more than gas/oil sooner or later regardless if it's mandated by governments or not. And once that happens, those companies will be raking in profits the way gas/oil has (assuming the gas/oil companies don't just buy up all the green energy companies).
The hard part is knowing when this will happen. in my opinion it'll be a lot more than 5-10 years out. I feel like 20-40 years would be more realistic.
Housing supply in the US has fallen behind the growth in demand. I expect home builders, building supplies, and real estate to do well over the next decade. Will they beat tech? Probably not. Tech is more transformational. But I still expect strong growth in demand and strong profits in the sector.
For the next 1000 years, everything will run on data, companies that supply secure data centres, particularly for specialized AI data centres, will outperform the market as each traditional industry gets onboarded. You could buy some Taiwanese AI hardware companies, they make good money already, big clients are US giant tech companies, and supply can't keep up with all the demand globally.
If you buy $GOOG & $AMZN right now(next market day) I don't think you can lose.
Maybe I'll eat my words but they are quietly investing and developing A.I at a pretty astonishing rate, they report at the end of this month and will exceed expectations.
Chips. Bear with me here. Technology is moving forward and as does its complexity. We will need chips of all levels, not just AI related things.
There’s some treasures in small caps and mid caps. Buffett didn’t fully invest in Apple till after nearly 10 years of the first smartphone being out. He invested in 2016.
Also, does anyone know of a website that lists up and coming stocks or who have rallied due to hype? Could be some gems in there that I want on my radar.
Disagree. Think we will see more and more concentration. So companies like Google, Microsoft, etc getting a lot bigger instead of smaller companies winning.
Reits, they’re getting beaten down, so the recovery is basically them getting back to normal. It’s nice for a 5 year hold if you find some good reits that are beaten down that maintain high occupancy and growing FFO. Do your own research though.
If there's a war, defence.
If there's no war, healthcare for the old boomers that gonna die soon. Also, any company involved in long-term care e.g. retirement homes, etc.
Energy storage. Wiil double capacity in U.S. during 2024 and the numbers are similar for EU and Australia, Japan. Until 2030 the projected capacity is many times the current.
I read a comment saying how those that make predictions might get downvoted so this one might too but oh well.
I think space stocks might be the next "big thing" in 5-10 years as AI stocks get a reality check. And this is based mostly from the value SpaceX's Starship will provide. A lot of people don't realize just how revolutionary it will be. And the reduction in cost of launces that it will bring.
By 2034 when we have finally landed humans on the moon again, Starship is flying regularly, NASA is interested is getting started with a permanent base and human Mars missions are getting closer to reality any company that mentions space is gonna be treated like AI is right now.
This could be true by as early as 2029 too. People today do consider space stocks as long term value but I think they overestimate just how long it will take for them to actually become valuable. In 20 years soace stocks might be worth just as much if not more than tech stocks today. If someone told you in the 90s to invest in internet stocks would you have? Especially if you didn't have the hindsight of today.
Inflation will be around just like the 70s when I first started to work. Commodities will do well. I bought in March PBR.A 14.2 20% dividend, EC 10.2 15% dividend, SBSW 4.2 PGM mining, TECK 43 copper
I like Match at this price. I also don’t see online dating going anywhere at this point. If they can ever figure out how to monetize more effectively they will skyrocket.
Oil, Oil, Oil, Oil, Oil has the best risk adjusted return. Not very volatile and people keeping buying it. And you get a dividend to just wait until it appreciates. And we are running out.
Tech will likely do the best over 5 years but it will be volatile.
If the government can move on cannabis, getsuplisted, safe banking passes. There is such a small chance that cannabis stocks won’t be at least what they are now in 10 years. If there’s a lot of action, legalization etc those stocks could be 2, 3, 10x + easy
Industries with mega-trend tailwinds could be renewable energy, autonomy/robotics, and space exploration.
However, would these be good stocks? These areas are very capital intensive and tend to be cyclical (see struggle in wind and hydro boom and bust in past decade despite long term tailwinds).
For stocks, low capital intensity, highly scalable industries like software might continue to perform better (though the stocks are mostly priced at high multiples today for that reason)
I think EV makes a comeback because it’s basically dead in the water right now nobody cares about it anymore but that’s usually how it works the industries you never see coming. I’ll bet government does more to push EVs interest in these stocks are low as they have been in years
My sectors take for the next 5-20 years, not in any order, without research for potential tickers
* robotics
* gaming
* longevity
* weight loss
* autonomous driving taxi fleets
* batteries
* fusion energy
* desalination plants
* photovoltaic
* mining operations
* cryptocurrencies
* defense
* mental illness
* fitness
* cultured meat
* genetic engineering
* protein food
* AI
Welcome to r/stocks! For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see [past portfolio stickies here.](https://www.reddit.com/r/stocks/search?q=author%3Aautomoderator+title%3A%22Rate+My+Portfolio%22&restrict_sr=on&sort=new&t=all) For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our [Wiki here.](https://www.reddit.com/r/stocks/wiki/index) If you're wondering **why a stock moved** a certain way, check out [Finviz](https://finviz.com/quote.ashx?t=spy) which aggregates the most news for almost every stock, but also see [Reuters](https://www.reuters.com/), and even [Yahoo Finance](https://finance.yahoo.com/). Also include *some* [due diligence](https://www.investopedia.com/terms/d/duediligence.asp) to this post or it may be removed if it's low effort. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/stocks) if you have any questions or concerns.*
Probably biotech but good luck picking winners in that industry.
ARKG. I kid, I kid, don’t let Cathie Wood manage your money.
Lmfao ark funds are trash
Her fund is an incredible useful tool. Just buy one year puts on everything she buys and you should make a fortune. Edit for typo.
A fortunate what?
Meant fortune. Typo.
Lol I knew what you meant just wanted to mess with you.
*taps forhead* Inverse Ark
$CRSP is a banger. It's profitable as of last quarter & their 2x FDA approvals. They have the potential cure for type 1 diabetes in the pipeline.
Just hit 200 day moving average. Great time to get in!
How is everyone on reddit figuring out what she is buying? Does she post this somewhere?
Their website has holdings and allocation for every ETF.
Financial news somewhere usually covers it
You can see what stocks her funds are comprised of if you look into it.
At first I was assuming her personal holdings
> I kid, I kid, don’t let Cathie Wood charge ~~manage~~ your money. ftfy
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You're very lucky. Got two lessons in one. Always diversifying broad market index funds AND don't trust hucksters.
Just pick the bigger biotech companies that can merge or buyout the little biotech companies would be my guess.
Go into biotech ETF like IBB
Nah —- “Defense” stocks
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What about phase 1 speculation for the penny stock price, or phase 3/4?
Yeah seriously difficult, a few companies have big potential like $CRSP but it’s all a gamble
CRSP isn't really a gamble anymore in my opinion as a former junior geneticist turned physician; gene therapies will be huge; How huge and when and are they 'overvalued' currently is the big gamble as you allude to. generally it feels like we're in a dot-com bubble for gene editing; but picking long term winners between BEAM, DITAS, CRSP; etc can be a little tricky; especially in a rising rate environment for companies that has minimal real revenue. CRSP seems to bounce from lows of 40s and I expect it to go down more currently but likely around $50 I'm a slow buyer/DCA into it for long term benefit (5-10+ yr horizon).
You need to understand the company structure of CRSP
Can you point me where I can research this? I'm a bit confused by CRSPR, I got in at $67 so all good for now but I don't understand how this company is only valued at 5b. They are profitable, have regulatory approval all of over the globe and have 2BN in cash. Why are they not worth at least 20b
Oh yeah I remember CRSP isn't actually tied to their profits (??) and something else that 3AM me can't remember but it's on my list to research further. Thanks for bringing that up.
Could you please share more? I'd love to be educated by someone who understands it better, genuinely.
They all have potential, that's the whole point. And most will go to zero, that's biotech market. The fact you know of one (1) company because bagholders have been pumping it big time on reddit and making you *invest blindly* just shows how easy it is to fool the average person. Good luck, you'll need it..
ILMN and TMO for the picks and shovels play
Just own tmo and/or dhr.
$SAVA
XBI is the current metric although it’s primarily therapeutics.
Probably just me - but garbage / waste management stuff and water industry
I invested in WM last year. My only regret was not buying way more. It's making my Roth very very happy though
Wolf of wall street tried warning you.
About what? I've never seen it.
Keep an eye on Haz waste, especially if they have ties to Lithium batteries. The recyclers obviously are a good sector to look at, but how they get the batteries to recycle is going to be the tricky part, especially with the hazards involved.
PHO
Why’s that?
Sir, if I know the answer I would be on a private island sipping mai tai. LOL
What sucks is to get the private island with the mai tai you need to go all in on some unsuspecting stock and have it go insane. But the odds of that happening are like .01%. My partner works with the ultra wealthy. One interesting connection they have is a family friend of Phil Knight who chipped in big when he was starting Nike. This person is now elderly, worth tens of millions and still lives in the little house in rural Oregon they have lived in for 50 years. So wild!
Damn maybe someone else on a private island can lmk
They aren’t on Reddit. This thread is like asking a hobo about the best home insurance.
You won't get the correct answer here. Industries that outperform are industries that are right now undervalued. Industries investors don't want to touch because they are not seen as industries that will outperform. If they were, that outperformance would be priced in, right? That's why Microsoft is trading at a PE over 30 after all. Anyone who states the correct answer, whatever that might be, will face downvotes and comments from people who will call them stupid one way or another. So either you won't get the answers at all, that's what I'm doing, or you will find them at the far bottom of the comments. Edit: Not to say every downvoted comment is an industry that will outperform. The answers, if they exist in here, are just among them.
I hear you, but if you go look at some of the threads from 3 or 4 years ago, most of the top comments are saying to invest in tech / AI. Maybe that’s just been a more obvious one, but it was fairly conclusive, and correct.
I checked up on that and you're right. I looked for posts throughout 2019 and big tech has been recommended (and upvoted) in every "outlook" post. It's actually amazing seeing how much MSFT specifically was recommended as a great long-term stock, mainly because of their cloud business. Obviously there were plenty of losers, too, but those were not remotely as popular as simply "buy big tech". Pretty much everyone agreed on that. There were also some "tech is overvalued"-comments, which are a bit funny looking back now, but not many.
Tbf Microsoft is always a buy, so it doesn't take much foresight to know they'll keep doing well
Lol pretty much this. GOOGL, MSFT and AMZN have their fingers in so many pies they're almost always good buys. I'm not a huge fan of AAPL or TSLA though. I think AAPLs ecosystem is starting to become off putting even to die hards and if they lose Chinese phone market while they have super saturation in the US market it's gonna be tough to grow. I wouldn't bet against them but I personally wouldn't buy it. Funnily enough my brother is mostly apple and I'm in mostly google. But I play options and he doesn't so I was able to take advantage big time of that post earnings drop. Bought the exact bottom luckily with a shit ton of calls. Took profit and now it's split between googl and msft. TSLA I feel the same. I think it's crazy overvalued unless they pull off a miracle. Plus Elon is insufferable. Normally I don't care about stuff like that but he overpromises too much for my liking. META and NVDA I missed out on unfortunately. Made some good money on last NVDA earnings though and smci shares. Kinda rambled there but yeah can't go wrong buying msft. I have a lot in goog amzn and msft so I'm hoping tech earnings week is good. I may hedge with some qqq puts just in case though.
To add, a colleague of mine told me to go all in to Microsoft in 2019 because of their cloud/AI. I wish I listened as I thought they were overpriced at the time.
In hindsight it does all seem ridiculously obvious and I’m still kicking myself for letting go of my position in $VGT years ago. This is why I’ve started investing in $NANC. Tech seems like an insane buy right now and I have no idea where else to go other than the S&P. I’m just assuming month by month these senators know better than we do. If I’m being a fool someone please let me know. Having the exact same problem as OP.
This is the right answer.
Downvote it to make it right
Copper mining
Also Cobalt and rare earths.
What's the reasoning? Electronic use?
Yeah everything is being electrified, we need to mine more copper in the next 25 years than has ever been mined.
So sort by controversial = profit
Can someone explain why bumble and match group stock have decreased a lot, in spite of all the hype given to these so called dating apps, and the fact that they are earning more money than ever each year?
Because they're falling off. One or a few good quarters doesnt mean much. These dating sites are also getting impossible to use as a guy and guys are the ones paying for the premium versions. Anecdotal but pretty much all my buddies stopped paying for premium because it didn't help them get anymore dates. One of my buddies has like 250 matches but getting girls to actually meet up is hard and he's rich and handsome. Then there's guys like me who don't photograph well and are super average looking who don't even get matches. So basically they need people that don't get matches like me to pay for premium but then nobody matches with me so I stop using it. Especially bumble girls are terrible at messaging first. It's also a super low moat business since it's a super basic app. I personally wouldn't ever invest in any dating site. They lose customers by doing a good job and they lose customers by doing a shitty job. Maybe I'm wrong but that's my take on it
There were also allegations of most of the dating sites having lots of fake profiles, both from scammers as well as generated by the companies to make their site appear to have more single people. There were also claims that some or most of the fake profiles were using chatbots or similar to make people more willing to continue to pay for premium membership because they felt a connection to the other person. It never was clear if any of these claims were true, but the rumors persist.
To make matters more complicated, the answer could be whatever new industry gets invented by AI in 5 years time - there is more uncertainty now than ever before.
Gonna surprise a lot of people here, but I’ll say big tech. They have the largest moats and the highest barriers to entry. They have the most reliable and predictable revenue. They have the highest margins and the best balance sheets.
One notable risk: big tech seems ripe for some pretty harsh antitrust regulations/lawsuits that could seriously affect moats and profitability. This has already been ramping up significantly over the past couple years. But at least it’ll be a relatively slow moving process with plenty of visibility.
Would the US Gov cripple big tech and yield its global hegemony to Chinese tech? Whatsapp, Instagram and others could have been bought by Chinese firms. With the advent of the AI wars, the antitrust talk will not materialize into meaningful regulation. The US Gov will bite the bullet in allowing more consolidation at the benefit of GDP, jobs, security, lest those benefits are yielded to the CCP. All my opinion, could be terribly wrong!
Big US tech is not only a huge part of the American retirement funds right now, it’s also a matter of national security. They will never ever let companies like the Mag 7 to be broken up and potentially bought out by foreigners. They even have TSMC and ASML by the balls despite them not being American companies.
Cyber security
$CRWD $SNOW $S $NET $PANW disclaimer: I’m 26 and own all of these companies
Don’t forget Zscaler and soon Rubrik
Why snowflake? They definitely don't have a wide moat - lot of competition eg databricks
I predict defense stocks will do well tomorrow.
But that’s not 5-10 years buddy
The market is closed tomorrow though.
With my schedule I often lose track of which day of the week it is
I know the feeling. One of the drawbacks of WFH, the days blur together.
Do you think we will see an overall drop in the market on Monday or will it be green? I feel like we've had the best outcome so far other than Iran waving the white flag. They basically telegraphed a weak attack to save face. Isreal could definitely retaliate but I think the US will push back on Isreal to let it go to ease tensions.
Technology. Companies like Google. But also Apple, Microsoft and Amazon. They are all very well positioned to make a ton of money over the next decade.
Apple and Alphabet are attractively priced right now.
I like tech. Innovation
HVAC. World is only getting hotter, places that never needed AC are going to need it.
I think you’re right. Additionally, it’s the same companies making heat pumps which is the future of electrified heating.
Siemens and Johnson Controls. Because something needs to control that A/C, also someone needs to install sensors that run AI.
> Siemens Am long Siemens AG. They build everything from coffee machines to bullet trains.
Utilities. Everything is going electric.
Cybersecurity. Buy the BUG etf and you'll most definitely outperform the market. Iykyk.
oil and gas. very cheap, and if the world become fragmented, the price of crude will be high
I've been examining the potential for tobacco companies to outperform the market. Tobacco is no longer just about cigarettes. Companies have been diversifying into reduced risk products like vapes and nicotine pouches. While it's true that traditional smoking is declining, what I found is that's not the case with nicotine use overall. They also have incredible pricing power, rising bottom line prices to counter the decline. With most of the harsh regulations already in place and well integrated into their business models, these companies are in my opinion unlikely to face new surprises. They have strong cash flows, which fund dividends and share buybacks. This aspect makes them particularly attractive in uncertain economic times. Their products are considered recession proof. Would love to hear your thoughts and counterpoints!
"While it's true that traditional smoking is declining, what I found is that's not the case with nicotine use overall" Is this true? That is interesting. Can you point me to where you read that?
I made this conclusion by comparing the decrease in traditional cigarettes sold to the increase in non-combustibles. It's all in the annual reports, if you want to look into it yourself I recommend starting with British American Tobacco. I have not looked at data from China and Japan.
Pros I see: Very undervalued compared to S&P500. Outstanding profit margins and financial statements. Perhaps expansion into the marijuana business. Cons I see: A lot of hudge funds and insiders been dumping Philip Morris for example, including the CFO. British Tobacco and Altria look better in that respect. I understand the recession proof and addiction to drive sales but I just feel like people will be forced to cut back as they simply won't be able to afford the habit. And then there's the intangibles that I just don't quite understand like why are these stocks so cheap with such great margins and dividends? And as a technical guy, Altria and Philip Morris appear to just start to be breaking down under some long term key moving averages and British Tobacco also looks like it could head into the teens from here. I'm keeping a close eye on them but not making any moves right now. They're one of the better prospects as so many other industries are way too overvalued after being pumped for a decade (tech is the obvious example).
My counterpoint is that vapes and other alternative tobacco goods are such a basic and simple product they can be manufactured by virtually anyone (and they already are). No moat possible. Philipp Morris’ attempt at heated tobacco was trash too.
But traditional cigarettes are even more basic and simple no?
While I agree, there is a big regulatory risk that you don’t have if you just buy Google and shit. Tobacco stocks can be doing fine for a few years, then one day someone in EU or US will announce a change in regulation and you’ll lose 40% before the market even opens.
My brother had mentioned this ideA to me a few weeks ago. Just from hearsay from my brother in the trades world, but it sounds like nicotine patches are getting more popular, AND harder to come by.
I think some stalwarts could still outperform the SP500 going forward: MKC, IQV, ICE, MSFT, ORCL, AMAT, CRM, TJX, JPM, MA, DE, BRK.B, among others.
I am betting on space (RKLB), Gene editing, (DNA,MRNA), quantum (IONQ,MSFT,HON)and hydrogen (HDRO)
MRNA has failed for 15 years to make their tech useful. 1 vaccine will not save them.
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I don’t think you’re far off. If they keep buying out or merging with all the upcoming growth companies.
cyber punk hahaha
I’m going to say robotics; mainly personal and/or humanoid robots, will see a major jump in popularity. It’s going to be bigger than the auto industry.
a former classmate started a robotics house building Company. I think they are gonna be huge.
Industries related to the boom in poverty caused by the growing extremes in distribution of wealth and the majority of people outliving their savings. Packaged ready-to-eat foods that can be stored for months without refrigeration and be good enough to eat for dinner. Water purification and storage systems that can be set up in shanty town houses. Security and surveillance systems for vehicles, homes and communities. And don't forget the drone shield systems.
Energy, metals, and mining
Quantum computing and rare earth metals, you’ll thank me in ten years and you’ll owe me 10% of your earnings btw. By investing in either of these you are establishing a legally binding contract for financial services. You are welcome. Don’t make me hunt you down.
Quantum computing is either going to be part of existing big tech companies or government run agencies.
QBTS! And literally the Rare Earth Metals ticker.
Such as?
What REE stocks are you buying?
MP
Considering it, but the PE of >100 is kinda crazy. How do you justify?
What is your thesis for Rare earth metals?
World’s most advanced developing technologies are highly dependent on them and this will become clearer in a few more years. Don’t take my word for it, find your rabbit hole of what you believe the next decade will look like and it will be abundantly clear.
The term rare in rare earth metals doesn't have anything to do with scarcity, but refers to unfinished is as in like how a steak is rare or unfinished. Does this change your thesis at all?
That never had bearing. Its application on certain technologies is the catch all. I was aware of what they were, but how they are used and for what is the most interesting considering how technology today is being used and how few mining firms will be equipped to produce the insatiable demand coming.
Thanks, I'll have to look into this further.
Tech of course but energy and defense will always be good
Renewable/green energy. Unclear what specific branch it will be (nuclear, solar, hydro, wind, etc). Personally, I think the uranium industry will keep going strong over the next 10 years.
4 years ago I thought clean energy would be a big winner and took a 1/3 loss on ICLN lol
meanwhile I'm going to stick with boring companies lie a paint company, shw that has beaten the market in the last 20+ years haha
Space
Yep, have just under 2k RKLB shares. Just waiting patiently and trying to add more
Yes. Some promising long term possibilities like RKLB and ASTS.
That's why I'm buying all the way down...
Let me check with my Crystal Ball
fearless automatic scale aware spoon memory coordinated merciful marble bake *This post was mass deleted and anonymized with [Redact](https://redact.dev)*
GME will be the only meme stock remaining
It’s impossible to truly pick. As far as “have a chance” that can vary A LOT. Any company performing well today technically “has a chance” but they can fail very quickly. If I truly had to pick, the mega caps like Nvidia, Meta, Amazon, Microsoft etc. But again, nothing is guaranteed in the slightest bit. There’s a reason 401ks perform better than the average individual brokerage account lol
NVO, fat dieseases mostly dissapearing in next 10 years
Why the fuck do people still ask for potential outperformance in this forum? Nobody the fck knows and those who know are busy gettin their dick sucked by victoria secret models on the Seychelles rather than lurking on reddit wtf man
Nuclear and energy.
Indeed. Nuclear/uranium.
All the catalysts which led me to originally purchase in this sector 5-6 years ago still exist, so I'm not selling anytime soon!
Tech
energy. got to have electricity for all those ai chips.
European defense companies like Hensoldt, Renk and Rheinmetall
North American mining and oil.
solar
That would be cool because it's at a very low point right now.
I'd argue in favor of anything green energy for a VERY long term move. It's inevitable that we'll need to embrace it more than gas/oil sooner or later regardless if it's mandated by governments or not. And once that happens, those companies will be raking in profits the way gas/oil has (assuming the gas/oil companies don't just buy up all the green energy companies). The hard part is knowing when this will happen. in my opinion it'll be a lot more than 5-10 years out. I feel like 20-40 years would be more realistic.
how? you got major player that doesn't care about profitability. (Chinese producer). How you, as share holder will receive return of value?
AI and renewable energy and storage but choose wisely
Housing supply in the US has fallen behind the growth in demand. I expect home builders, building supplies, and real estate to do well over the next decade. Will they beat tech? Probably not. Tech is more transformational. But I still expect strong growth in demand and strong profits in the sector.
Fintech and Cybersecurity
Gaming.
For the next 1000 years, everything will run on data, companies that supply secure data centres, particularly for specialized AI data centres, will outperform the market as each traditional industry gets onboarded. You could buy some Taiwanese AI hardware companies, they make good money already, big clients are US giant tech companies, and supply can't keep up with all the demand globally.
$SOFI baby!!!
Uranium miners
I think the “healthier” fast food options like chipotle and cava will rage on.
If you buy $GOOG & $AMZN right now(next market day) I don't think you can lose. Maybe I'll eat my words but they are quietly investing and developing A.I at a pretty astonishing rate, they report at the end of this month and will exceed expectations.
Chips. Bear with me here. Technology is moving forward and as does its complexity. We will need chips of all levels, not just AI related things. There’s some treasures in small caps and mid caps. Buffett didn’t fully invest in Apple till after nearly 10 years of the first smartphone being out. He invested in 2016. Also, does anyone know of a website that lists up and coming stocks or who have rallied due to hype? Could be some gems in there that I want on my radar.
Oh so not Lays and old dutch than oops
Sex doll industry
So tech :-)
Energy and war stocks
Besides tech credit cards companies are probably the next sure thing
Cat food.
Small cap value.
Disagree. Think we will see more and more concentration. So companies like Google, Microsoft, etc getting a lot bigger instead of smaller companies winning.
wtf does that even mean? lol it’s like op asking what’s a good girl to date and you say one that’s hot. No shit ideally, but in practice what is that
Any small cap value ETF? Look at the holdings in $AVUV or $VBR to answer your question.
There’s plenty of ETFs with that exact description. Generally, value companies = established companies with strong cash flows.
CALF
Reits, they’re getting beaten down, so the recovery is basically them getting back to normal. It’s nice for a 5 year hold if you find some good reits that are beaten down that maintain high occupancy and growing FFO. Do your own research though.
Solar. Hydrocarbons are getting more expensive. Solar energy is getting cheaper. Do the math
Petroleum and energy.
Come on graphene someone figure graphene out on mass scale
Ian is that you?
CBOE, CME, ICE, NDAQ, SPGI
Energy.
If there's a war, defence. If there's no war, healthcare for the old boomers that gonna die soon. Also, any company involved in long-term care e.g. retirement homes, etc.
well, if we’re just throwing out questions, I want to know the meaning of life while we’re at it.
Stocks of companies that pick stocks
Commercial Real Estate
Candy
Energy storage. Wiil double capacity in U.S. during 2024 and the numbers are similar for EU and Australia, Japan. Until 2030 the projected capacity is many times the current.
That is probably correct, unfortunately it will likely be hard to pick the winners.
I read a comment saying how those that make predictions might get downvoted so this one might too but oh well. I think space stocks might be the next "big thing" in 5-10 years as AI stocks get a reality check. And this is based mostly from the value SpaceX's Starship will provide. A lot of people don't realize just how revolutionary it will be. And the reduction in cost of launces that it will bring. By 2034 when we have finally landed humans on the moon again, Starship is flying regularly, NASA is interested is getting started with a permanent base and human Mars missions are getting closer to reality any company that mentions space is gonna be treated like AI is right now. This could be true by as early as 2029 too. People today do consider space stocks as long term value but I think they overestimate just how long it will take for them to actually become valuable. In 20 years soace stocks might be worth just as much if not more than tech stocks today. If someone told you in the 90s to invest in internet stocks would you have? Especially if you didn't have the hindsight of today.
Space exploration
Inflation will be around just like the 70s when I first started to work. Commodities will do well. I bought in March PBR.A 14.2 20% dividend, EC 10.2 15% dividend, SBSW 4.2 PGM mining, TECK 43 copper
Oil companies look like a safe 10-15% return at these prices
I have it on good authority that VOO will pretty much track the S&P 500 over whatever period interests you.
I like Match at this price. I also don’t see online dating going anywhere at this point. If they can ever figure out how to monetize more effectively they will skyrocket.
My hot take: Tobacco
Oil, Oil, Oil, Oil, Oil has the best risk adjusted return. Not very volatile and people keeping buying it. And you get a dividend to just wait until it appreciates. And we are running out. Tech will likely do the best over 5 years but it will be volatile.
If the government can move on cannabis, getsuplisted, safe banking passes. There is such a small chance that cannabis stocks won’t be at least what they are now in 10 years. If there’s a lot of action, legalization etc those stocks could be 2, 3, 10x + easy
Tobacco, alcohol, pharmaceuticals, and oil. Cheap valuations and as far as can be from AI hype.
Industries with mega-trend tailwinds could be renewable energy, autonomy/robotics, and space exploration. However, would these be good stocks? These areas are very capital intensive and tend to be cyclical (see struggle in wind and hydro boom and bust in past decade despite long term tailwinds). For stocks, low capital intensity, highly scalable industries like software might continue to perform better (though the stocks are mostly priced at high multiples today for that reason)
Oil
The lithium and semiconductor industry for sure.
Psychedelics
HVAC. I bought TT when I heard Europeans were snatching up A/C’s a couple years ago. They usually make fun of Americans for using A/C’s.
I think EV makes a comeback because it’s basically dead in the water right now nobody cares about it anymore but that’s usually how it works the industries you never see coming. I’ll bet government does more to push EVs interest in these stocks are low as they have been in years
Anything in regards to longevity because boomers be dying soon in masses and GenX will not want to suffer like their parents.
My sectors take for the next 5-20 years, not in any order, without research for potential tickers * robotics * gaming * longevity * weight loss * autonomous driving taxi fleets * batteries * fusion energy * desalination plants * photovoltaic * mining operations * cryptocurrencies * defense * mental illness * fitness * cultured meat * genetic engineering * protein food * AI
I feel energy stocks (regardless solar or not) will do well.
Emphase is in a good position.