$CONSINT - Despite the current focus on SaaS and AI, there's a significant opportunity in consumer internet businesses over the next decade or two.
$TECH - Established tech leaders and growth-stage tech companies present long-term value, even during periods of investor doubt. The focus is on companies with proven products and market adoption potential.
$PUBTECH - There's long-term benefit for the best companies in going public, contrary to the current trend of staying private longer.
Bearish:
$AIINV - The current AI investment enthusiasm may be overblown, with many investors underestimating the challenges in the AI business.