These are some positions I think could do well in the next major growth cycle.
My current focus and long-term themes are:
$NEBIUS(NBIS)$ for AI infrastructure expansion
$IREN Ltd(IREN)$ for AI data center growth
$Credo Technology Group Holding Ltd(CRDO)$ for high-speed connectivity in AI workloads
$Rocket Lab USA, Inc.(RKLB)$ for space economy development
$Palantir Technologies Inc.(PLTR)$ for enterprise AI adoption
The biggest opportunities often come from holding strong companies across multiple market cycles. Compounding is powerful, but patience and risk management are important. A few well-researched positions, held with discipline, can have more impact than constantly chasing short-term moves.
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