I put together a list late last year that I thought were going to be big investing themes leading up to my retirement age. Given the recent hype in AI from ChatGPT I was reminded of this list and wanted to see what y'all had to say and if you have any other themes you're looking at. Here's my list in no particular order with the companies I currently hold:
– Water (CWCO)
– Renewable Energy (TSLA)
– AI (MSFT, GOOG, META, PLTR, LAZR)
– Microchips (NVDA, AMD)
– Data (AMZN, GOOG, MSFT)
– Genetics (CRSP)
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