I'm feeling late to the party and an idiot for not jumping on things sooner.
Things as simple as Micron Technology being a 4 bagger over the past year. Seems like if someone knew how important memory is for AI, this would have been a clear investment.
Are you guys reading white papers or where should someone be studying to understand future needs and constraints better?
It also seems clear as day that while robotics is already hyped, that it will see considerable more investment soon. I'm struggling with solid robotics companies that aren't already a juggernaut with a lot of cross forces (like Tesla).
I have a chunk in copper, but I'd like to hear what people think will be big plays over the next few years.