$SPACETECH - Strong conviction in space technology companies building critical infrastructure for the new space economy, with specific mentions of data centers in space and reusable rockets.
$BIOTECH - Bullish on revolutionary biotech companies manufacturing in zero gravity to solve major health problems.
$VC - Venture capital firms with operational expertise and HR-focused approaches have competitive advantages in early-stage investing.
$INFRA - Infrastructure and logistics companies positioned to support the new space economy and off-planet expansion.
Bearish:
$TRADVC - Traditional VC firms with talent teams and executive placement strategies have poor success rates and create cultural mismatches.
$PUBLICCO - Public companies face operational constraints and cultural challenges that limit innovation and growth potential.