Assume you cannot change or switch sectors for the next decade. Which sector would you trust the most for long-term wealth creation?
Sectors like :
-Defence
-AI
-Nuclear energy
-Renewable sources
-Lithium battery
-Electric vehicles
-Agricultural
-other any one
Share your reasoning in comments, fundamentals, growth, policy support, or personal conviction!
If you have to invest in only one sector for 10 years, which one?
byu/vishesh_07_028 instocks
Posted by vishesh_07_028
44 Comments
Aerospace
Online ads sector. I’d put my money on Google, meta and Reddit and chill.
Tech
The porn sector.
Renewable sources of energy
I wouldn’t. That’s a dumb thing to do and doesn’t reflect reality
Energy sector.
Energy generation, transmission and distribution is the one thing needed for any other sector. Everything needs energy in the end. And some particular sectors need huge amounts of energy.
But I wouldn’t be able to pick a subsector in energy. Renewable, nuclear, utilities, all will play a role. So I would say the energy sector in general.
The fine people at GICS are shaking their heads in despair
Defense
Investing in space is investing in defence, ai , energy , agricultural, telecommunication , biomédical ,…
Big Tech
Preface by saying that most of my money is in an EFT, but I have a lot of money in tech stocks too, e.g., NVDA, AVGO, BTDR, AMZN . . . Right this moment? Easily the Health sector because it is beaten up. About 2 months ago, after earnings, I bought CI – which cratered that day. I bought a 1000 shares and I am up 10%+ and expect to be up more than 30-40% by the close of next year. UNH, ELV, etc., will also see these types of gains.
Autonomous defence
Water
Underground construction.
Tech. Like QQQ and its variants. Duh.
Crypto / Tech. Not sure how you’re segmenting things.
There is no reason to limit yourself to just one sector, since that’s just taking on uncompensated risk.
But assuming you’re a US based investor, definitely tech.
We’ve had high quality international data since 1970s. There’s only been two stretches of US outperformance:
– Mid-1990s to early 2000s
– Post-GFC to now
It’s no coincidence that big tech led the way for US exceptionalism.
As soon as big tech crumples, so will US exceptionalism.
Tech or nuclear.
Space which will blend with AI & Data, infrastructure and defense
Financials
Technology, almost all the progress we make as a society depends on technological advancement, plus also tech is inherently in other industry like healthcare, where AI is being used to help catch diseases quicker etc.
Consumer Staples. Things that people need or companies that provide, for example: Walmart, Coca-Cola, Johnson & Johnson, Proctor & Gamble. Several companies in this sector are dividend aristocrats too, meaning they have paid dividends for 25+ years.
Energy/ batteries
Nuclear energy
The AI frenzy is going to need a lot.
Space.
There’s a race, more money is pouring into the sector and launch costs are coming down which drives more demand.
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Defense or cyber
Agriculture, more youth are leaving farming, stigmatization as poor man’s job. But obviously can’t live without food. But it will require some investment into it. My thoughts.
Financials
Tech
If I had to lock into one sector for 10 years, I’d pick AI and semiconductors. Not because of hype, but because it’s becoming core infrastructure. It touches everything: cloud, defence, healthcare, energy optimisation, finance, automation. Even if individual companies come and go, demand for compute keeps growing.
Defence and energy are stable but heavily policy-driven and capped in upside. Renewables and EVs are crowded and margins are already under pressure. Agriculture is essential but slow-growing.
AI is one of the few areas where productivity gains can scale globally without linear cost increases. Over a decade, that’s where sustained outperformance usually comes from.
none
Robotics.
I don’t know much about it, but I keep seeing new videos of the robots from China and all I can say is it LOOKS like they’re 2 steps away from greatness.
Hell, maybe all the videos are AI tho idk tbh
Utilities
Semiconductor. Almost all listed sectors need chips.
Drones! Military/Police&Fire/delivery/weather etc.
highly recommend ONDS
Robotic
Tech is the only right answer
Space
Real estate
Renewables, doing it right now and it’s pretty good. I’d say they’re the right choice for energy long-term and require less manpower for folks, less overall investment past manufacture and maintenance for stuff like solar and wind. Shifting a good chunk into that sector but staying broad in companies (etfs etc)
Waste management
Robotics and AI have to be on that list. Morgan Stanley says it will be worth trillions by 2050
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