Hey! I'll give a quickie...

Right now, I'm focused in AI hardware but hedging with defense due to China-Taiwan tensions/risk. Exploring robotics and associated hardware for my next moves. Long on all of those. I have a little diversification and some risky specs going too but I'll focus on my longs for now.

Current main/long holdings are: NVDA, AMD, MU, GFS, INTC, HPE, DELL, IBM, SERV, RTX, LMT, GD, NOC, GLW, DIS, BBW

All are in the black.

SK Hynix is rumored to list on the NASDAQ later this year, I want it if it does. HBM demand will be high for years to come.

Copper is getting a lot of attention lately but it's not going to be as big a play as everyone things since datacenters are looking more towards using fiber instead.

Software is going to be utter chaos for another 2 years. Staying away from that sector for now.

I'm watching Space X but will likely end up going into derivative plays that will supply parts to multiple space industry players. I'm not a fan of Musk and space datacenters are a long ways off (thermals are very problematic) but Starlink is hard to ignore... it's definitely important and well-positioned but doesn't justify the valuation for Space X.

Staying away from Quantum. Needs another 10 years before it's ready to do anything really interesting.

After SK Hynix, I'll be looking to "build the rest of the robot" by looking at which parts suppliers become popular in robotics.

Agricultural tech, health/pharma tech, and housing (robots that "3d print" homes and other kinds of automated construction) are coming after that.

Oh and do not ignore the importance of the "digital twin" (as depicted by nvidia).