Anyone who has bought and held SNDK in the last months or years has made money! For some, it has been and continues to be a life changing investment. Let’s enjoy the profits ( for those taking profits in part of whole) and position for the next move. So what are your candidate stocks for similar future gain? For me, I think energy and drones will be the next big thing. My top candidate stocks are AMPX and DGXX respectively. Please share yours.
Posted by throwaway_11372
10 Comments
FLNC. I think energy storage is going to be huge.
Wouldn’t we all like to know
I know but I can’t say yet lol
Maxtor obviously :p
Netlist?
VSH
Yeah I think the question can be thought of in 4 main ways:
1) Are there potential parts of the AI value chain that is yet to be fully priced in?
I’d say software is the most obvious area so far this year. And while many could go hunting at smaller cap names, I think Microsoft is the most obvious one. You’ll probably not make a spectacular return, but you might make a decent one for a few years.
2) Are there AI beneficiaries that aren’t “hot”? Say ones who can save on costs for example.
You can think of Accenture as one that could benefit on both costs & revenue. They could probably get a lot of big contracts once both the public/private sectors go big on AI deployment.
3) Are there other sound businesses in the market that have been unloved recently & could see a change in fortune?
I think this is where there are the most opportunities if I’m honest. A stock like Netflix’s has done nothing for the past 1.5 even after walking away from WBD. The stock of its closest competitor, Disney, has done nothing for 12 years.
Not to mention homebuilders, retailers, insurance companies etc.
4) Can the winners keep going?
I think if you believe the spending on AI infrastructure will continue, companies like ARM could easily still double. You can make a case for Oracle as well.
Saas
Returns like that require being in the right place at the right time, which is nearly impossible. It’s like being struck by lightning.
The best you can do is determine what the right places are—what industries might see sudden outsized growth in the future and what specific companies are likely to benefit the most—and wait in those places. When you have chosen one or more such companies, you buy a little, and then hold it—for years if necessary—until the right time comes.
I’m not saying this will get you in on something like SNDK, only that if you would like to be in on something like SNDK, this is the only way it might happen.
Maybe battery tech like ENVX