$HC - Healthcare industry is expected to benefit significantly from AI advancements in the near future, particularly in life sciences and pharmaceutical companies.
$GAMING - The professional gaming industry, including esports, is seen as a promising long-term investment due to growing youth engagement and international popularity.
$CODEX - Codex, an AI tool for software engineering, has shown significant recent improvements and is highly valued by software engineers.
Bearish:
$AITOOLS - The category of AI tooling startups is viewed negatively due to the competitive landscape and rapidly evolving technology.
$EDU - Traditional education models that emphasize human memorization are viewed negatively in light of AI advancements.