i'm no expert but here is my opinion, feel free to criticize:
The world of hardware is going through a lot of growth lately with power hungry Machine Learning models and the arrival of self-driving cars (even semi-autonomous cars), cars have been transitioning to becoming computers on wheels.
I'm long on AMD, NVIDIA, and MU (for its upcoming non-volatile RAM).
I'm a believer in tools that enable transactions on the smaller scale. Think SQ, SHOP, and eventually Stripe whenever they IPO. Tools like these, once integrated into the checkout/payment funnel, tend to remain in-place. The one caveat for these would be if we were to see a dramatic downturn in the economy. Smaller stores would likely experience revenue declines, translating to fewer total dollars flowing through these systems, so it's worth keeping that in-mind if you choose to invest in this space.
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[ 4.2 ms ] story [ 22.9 ms ] threadThe world of hardware is going through a lot of growth lately with power hungry Machine Learning models and the arrival of self-driving cars (even semi-autonomous cars), cars have been transitioning to becoming computers on wheels.
I'm long on AMD, NVIDIA, and MU (for its upcoming non-volatile RAM).
Hope this helps, cheers!
I am reading the book AI Superpowers, China, Silicon Valley and the new world order by Kai Fu Lee. He predicts China will be the leader in this race.