What do you think could bring in growth in next 1-3 years?

friends, i bought nvda in 2018, tsla in 2019, Palantir in 2021, rklb in 2023 -> but sadly my problem was i sold them tooooo early. Way too early. Today i realized my main reason for selling was based on price action not based on change of thesis. Problem is now I have made major blunders in past 2 years investing heavily in saas stocks and one biotech stock in particular. only my retirement acct is good because I was dcaing into qqq.

genuine question – if you were to invest from all cash position now – what would you buy?