Small/Mid cap to Future Mega Caps Plays

Curious about what today’s small and mid-cap companies could eventually become the next Google or Apple. My gut says the real generational winners will come out of space and robotics, where deep technical moats actually matter and where there might be an NVDA-type story hiding in plain sight.

I also think quantum has massive long-term potential (IONQ is interesting), but honestly it still feels like GOOG is the real beast there via infrastructure and talent. GOOG is everywhere I think. It is future 100 trillion dollar company.

My personal bets for future trillion-dollar plays are RKLB and ASTTS, but I’m genuinely curious what others see as the next breakout compounding machines.

What names are you watching –

Future sectors – Drone, Robotics, Space, Human longevity/ Gene Editing, Quantum, Memory plays aka semis, underwater drone/oceans, critical minerals, photonics, Energy – Nuclear aka SMR, Fuel cell, Data centers, renewables, maybe Oil, utilities, Fire watch – BAE.

Am I missing any future industries not talked about.