I've been spending some time thinking around what I want my current non ETF/etc. investments to focus on and I was hoping to hear peoples thoughts and suggestions. I'm still in a learning stage and so won't be taking any aggressive risky positions, more giving it a lot of thinking and putting small investments as tools to research and refine.
In particular, I want to invest in established but strongly growing industries which I feel may get an additional surge in the medium distance; such as electric vehicles (outside of tesla, admittedly likely looking at Asian manufacturers that we \[as Americans, that is\] have access to invest in) and renewable energy industries. As these have been broadly growing with increasing market interest, and the current US administration has been pushing against strongly, but I don't expect the next administration to be a barrier of the same magnitude, we may see increased value beyond growth itself. (Also, I'm not saying I expect BYD or such to make it into US markets anytime soon, that seems...unlikely). Other such factors play into such changes, but this is an example.
Within that I'm considering looking to invest more heavily in the supply chain for these industries and not necessarily in direct EV/renewables companies, such as TSMC, aluminum manufacturing and so on, which have more diverse sources of growth but do support these industries.
My inquiry is essentially what companies/sectors like EV/renewables (even if you disagree with my thoughts on these particular sectors) do you think are well established but have a good amount of room for growth over the next decade+, and what upstream companies/sectors behind them do you think are worth investing in?
Data centers and AI may be getting the hype, but overall energy supply and renewables in generation and consumption is continuing to grow long term and I want to figure out what angle to enter the market in around them.