there'll be a lot of firestorms
Prediction markets become the default way people bet on the news.
peptides are going mainstream
I believe crypto will go mainstream
Stablecoins become the default rail for cross-border payments within five years, and the companies that issue, custody and route them win.
AI data centers will run into a power wall. Owners and builders of firm, carbon-free generation get repriced.
GLP-1 drugs go from shortage to mass market. The companies that make, supply and prescribe them win.
Cybersecurity stops being optional once AI agents get access to company systems.
Humanoid robots go mainstream by 2030. The winners are the companies supplying motion control, sensors and compute, not the robot makers.
Reshoring pulls chip manufacturing back to the US, and the equipment makers get paid first.
Not investment advice. Returns are hypothetical.
@beffjezos
@toly
@elonmusk
