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    What’s does everyone think the next big sector/rotation is going to be

    Currently memory/chips prior we had ai then renewables then wfh then weed stocks ect.

    Anyone currently looking into industries that have not yet taken off? Obviously they are not going to be mentioned/talked about much with everything else going on but someone has to be eyeing another emerging area.

    Or maybe we are just in another perma hype era where nothing even remotely promising is under the radar

    What’s does everyone think the next big sector/rotation is going to be
    byu/zUcCc_ instocks



    Posted by zUcCc_

    20 Comments

    1. go-to-the-gym on

      I’ve been trying to figure out how to get skin in the sex robot game

    4. AdeptVeterinarian541 on

      The wealth generated by AI has not been realized yet except for chip makers. The companies that are building data centers are the ones that will be rolling in cash in a couple years.

    6. ftmech on

      Co package optics, photonics and lasers. Its the next ai bottleneck. A lot of the big names have already 10x from institutiona.

    9. MechanicalDan1 on

      Did you see the PCE? CPI on Tuesday.

      Into UVXY, then back into LETFs.

    10. Royal-Derpness on

      Space stocks, I know they blew up today but they still have a long way to go especially with earnings next week and SpaceX IPO this summer.

      Also photonics/lasers/CPO fr, it’s inevitable that will be the next bottleneck of AI after memory. Once the ramp up and demand starts later this year the run up will be historic

    14. TrashPanda_924 on

      Risk off. The market is so overbought by historical norms. I’m expecting a substantial pullback.

    16. mrdungbeetle on

      I think Robotics but probably a decade before it hits AI-like growth.

      Tesla is well positioned to succeed but i think robotics is already priced in. I’d love to know what the up-and-coming companies are.

    17. daddysgirl794 on

      Silver and copper miners are printing absolute cash with the rise in commodity prices, yet nobody seems to be paying attention. Once Wall Street and retail investors finally catch wind of it, their stock prices are gonna rip like crazy.

    20. Flexlex724 on

      Wanna say robotics, but doubt it’ll be soon
      Probably a few more quarters of huge hyper scaler capex into data center infra

      At some point they’ll slow down spending and those companies are gonna take a hit. .. next run would be the actual data centers making profit but could be years

      After that the actual AI companies

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