>What are your highest conviction speculative tech plays for the next 5–10 years? 1st: I’m long on GEV for supercritical CO2 turbines. ~50% efficiency gains, plus oil & gas transitioning into geothermal energy. The US electrical grid will need major upgrades to compete with China.2nd: Lasers. They’re the solution to cheap kamikaze drones.
>>62060992
Laser enrichment, like SILEX. There's a new rush for nuclear just around the corner.
>>62060993Look into it.https://youtu.be/M55XzxjmON0?si=wn-Cd6oJZWBlVm-d
>>62060992>Nuclear "Energy" politically attractive, geopolitically attractive, and definitely gonna be useful in a second even colder war>Gene editingAI might be useful cataloguing and predicting genes and in 10 years have its own hype cycle>DronesEssential to the modern war now
Solar.
>>62061020What are some good drone stocks?
>>62061209RedCat holdings have done well for me so far.
