I believe companies that can reduce or monitor Carbon, Pollution etc will see continued growth, even Albo has mentioned climate change.
CALIX
Envirosuite are just two.
I'm interested in members thoughts on areas of interest where they expect significant global transformation and disruption over the next 3 to 5 years. Nothing to wordy, just one or two sentences ! It's here I look for the behemoths of tomorrow, the companies who will take leadership of niche, relatively insignificant markets and ride that position to a level of greatness.
Here are a couple of thoughts of my own
Predictive health , owned by the consumer
With the advances in technology in sensors and AI, delivered through wearables such as watches & rings, consumers will be able to continuously monitor critical health biometrics and take a pro-active, preventative approach to health.
Moving computing power to the edge
The cloud is like the M2 in Sydney on a Monday morning, and it's just going to get worse! To enable the billions of intelligent devices in the hands of consumers around the globe to function effectively and meet the needs of the next decade, computing power must pass to the device. This will be accomplished through AI, learning on device, new methods of data storage, superior edge sensors, better batteries etc.
We've hit the China panic button - the rush to secure national interests
.... a strange one, that will throw up some real winners over the next 3 - 5 years as they get assistance outside of normal market conditions.
The belligerent nature of China & Russia over the last decade, combined with the abrupt upheaval to global supply caused by covid, has made it abundantly clear to everyone, including the local greengrocer, that you can't have ANY critical resource dependent on China. Western nations are rapidly moving to rectify the situation, actively bankrolling market leading companies to correct the imbalance. Areas of interest include semiconductors, rare earth minerals, graphite ... geez, even garlic !
I've taken a position in companies in Strawman that I feel have a chance of exploiting these global macro medium terms disruptions. This is not a discussion on the merits of these companies in isolation, more a comment on how they fit against these macro global trends.
Cardiex - a global health technology company that focuses on hypertension, cardiovascular disease, and other vascular health disorders. Developing FDA cleared wearables using Central Blood Pressure to evaluate cardiovascular function.
Brainchip - Delivering AI, close to the sensor. Has delivered the world's first neuromorphic processor that can analyze only essential sensor inputs at the point of acquisition ( the edge device )—rather than through transmission via the cloud.
Syrah Resources/Talga - Graphite is a key component of batteries for EV's, making up ~30% of the required minerals. China was the leading graphite producing country worldwide as of 2021. The west must secure graphite resources outside of China .... rapidly !