>>60802712
Pharma, maybe. NOV for instance could make a comeback, but personally I didn't buy any. As a sector I'm not too bullish on pharma because the major breakthrough technologies currently in development (gene therapy, protein folding, artificial tissue) won't make it through the regulatory pipeline until at least the mid 2030s. Stay away from biotech stocks, they're worse than options. Say what you want about AI, but as a sector they are at least being applied irl and provide demonstrably useful tools, they're just massively overvalued imo.
Energy is not a bad pick as energy demand will keep rising.
Spacestocks will crater by 70-90% in the next crash so I plan to pick up a few of them. Most will go bankrupt in the next 10 years as the potential of the space economy is massively exaggerated, but the few survivors will have a big share of a nonetheless sizeable pie.
Drones too have already proved themselves a very useful and surprisingly reliable technology, and we will get more applications in the future, but here too the survival rate will be slim. eVTOLs are fucked though, they make no economic sense for mass transport and the rich who could afford it already have access to something much more reliable and versatile - helicopters.
I'm ambivalent about robotics. There's some great companies with niche and industry applications, but the mass integration of robots into daily life is more of a cultural than a technological problem. But I could see a lot of startups springing up in the coming years. Maybe we'll get some hybrid products that integrate phones with drones, we'll see.
Now that I look at what I wrote, I guess I'm really a bobo with a techbull heart.
