space exploration and robotics stocks are the PTON of this cycle

Probably waaaaay too early tho (ICO period)

x.com/pierre_crypt0/status/154...… Not much has changed since 2022 beside more speculation around it. But still imo one of the most interesting industry to monitor alongside nuclear fusion. Unfortunately investing wise everything will be governmental level, little guys won’t be able to participate until multi hundred billions IPOs as usual

Amen + you can be sure the entire old money of the world is going to fight fusion. Imagine letting an almost infinite source of energy killing good old fossil industry :p

(Apple made a série about that where Russia beats US to the moon and all)

china doesn't care about old money they'll be like "we achieved fusion before everyone else now go cope"

Surprisingly France still head to head with China on this, but we all know how it ends (Funniest thing is latest record is litteraly 1,337 seconds (can’t make this up) from French team)) At the same time China is investing so hard in solar, they might know it’s still too far ahead (they would also be much more focuses on colonies on the look if they were close to fusion)

Still can’t understand their passion for solar when fission exists and they have stable lands tho but that’s another subject lmao

donald would be proud

It’s estimated he nominated between 5 and 10k people. A journalist from Le Parisien published a book about it recently, need to buy it

really? these seem like two of the most important sectors that would drive ind. rev. level growth

i'm bullish on these sectors for the next cycle not now

how do u time it

when i have conviction we're no longer too early for this / after a big correction on stock indexes can't buy size here when I have zero confidence i'm not trying to time the bottom, I will likely miss it, not an issue basically gonna be like this:

i see, from my pov "this cycle's pton" looks like something that never comes back vs. something like pltr or hood which just went thru mkt cycle then outperformed by a lot lol

i only like FANUC and ISRG and maybe UBTech a lot of the small players not generating revenue are likely not gonna make it or get stuck in limbo forever, kinda like Nio for electric vehicles

a good example about why being too early is bad (and quantum computers will likely be huge before retail robotics or space exploration)