VC is Too Big to Win – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Bullish:

$FINTECH - Fintech has significant growth potential as financial services, which constitute 20% of global GDP, become increasingly digital.
$AI - AI adoption is happening rapidly, with companies quickly generating revenue, similar to early internet and mobile waves.
$BASIS - Basis is an AI company automating junior accountant work for large accounting firms.
$ATLAS - Atlas.AI automates revenue collection processes, streamlining payment collection for businesses.
$DECK - Deck.co provides API access to data from various websites, similar to Plaid but for a wider range of platforms.
$AIINFRA - AI infrastructure tools are seen as a strong investment, comparable to established companies like Stripe and Datadog in terms of developer adoption and retention.

Bearish:

$VC - Concerns about high valuations in the venture capital space, particularly for AI startups, suggest potential overvaluation in the traditional VC market.