$ENERGY - Energy and electricity infrastructure is a major bottleneck that will create significant job growth and investment opportunities as AI scales. The US electrical grid requires decades of work to fix, creating sustained demand.
$HC - Healthcare and biomedical sectors will see massive growth from AI-enabled medical trials and research. Eliminating or reducing cancer alone is worth trillions in economic value.
$OPENAI - OpenAI and AI companies are creating massive productivity gains and deflationary pressures that will benefit consumers, particularly at the bottom of the income distribution, while creating new industries and jobs.
Bearish:
$PE - Upper-upper middle class professionals in law, consulting, and finance who expect automatic high-paying careers will face significant disruption and income compression from AI automation.