$SEMI - Massive GPU demand expected with compute scarcity becoming the limiting factor - potentially needing 10 billion GPUs as every person will want dedicated compute for AI agents, far exceeding current production levels
$OPENAI - AI will create a world of material abundance by 2030, making it much easier than imaginable to create anything you want
$BIOTECH - AI is producing real novel scientific breakthroughs in life sciences, with research scientists confirming GPT-5's capabilities are stretching far beyond what humans alone could achieve
$NVDA - Despite massive price cuts in AI model costs (80% reduction), compute demand continues to explode due to exponentially growing usage and new use cases, driving greater infrastructure demand
Bearish:
$COBOL - Legacy COBOL systems represent a growing liability with no new programmers being trained, creating opportunity for AI-powered migration tools to accelerate transitions away from these obsolete systems
$CYBERSEC - AI could fundamentally change cybersecurity dynamics through formal verification capabilities, potentially giving defenders a permanent advantage and reducing demand for traditional cybersecurity solutions