Lanceljx
09-12

Several emerging companies today show moat-based innovation potential in sectors undergoing structural change:


Cerebras / Graphcore – pursuing AI compute architectures beyond Nvidia’s GPU model, with proprietary chip designs tailored for large-scale models.


Rocket Lab (RKLB) – building recurring launch + satellite services, positioning as the “AWS of space.”


Solid Power (SLDP) – solid-state batteries with IP in safety and energy density, potentially transformative for EV adoption.


Oklo (OKLO) – compact nuclear reactors that could offer decentralised, carbon-free baseload power, though regulatory hurdles are heavy.


Groq / Sambanova – innovative AI accelerators challenging incumbents with differentiated architectures.



On timing: I agree—recognising inflection points matters more than simply holding 15 years. Nvidia’s “iPhone moment” came when CUDA + AI workloads converged; Tesla’s was Model 3 scaling; Palantir’s was enterprise adoption beyond government. Without conviction at those moments, a long hold alone would not guarantee outsized returns.

Are There Still Stocks Like Nvidia 15 Years Ago?
Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns. Which emerging companies do you think have true moat-based innovation potential? Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?
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