Which industries are you bullish on?

Ukrainian Oil & Gas.

Energy storage / fuel cell technology / renewables in general due to huge increase in tax equity financing in recent years

Long-term Bullish: O&G, Physical Retail, Publishing, Formal Wear, Savings Institutions

Long-term Bearish: E-Commerce, Professional Services, SaaS

Buy-low sell high motherfuckers, yall still following last years trends. How's ARKK going for you growth-cucks?

Semiconductors

Transportation and Logistics (esp. tech stuff related). 

Medical technology, Data Storage, Enterprise Software, Semis

Shipping - especially those with owned assets in crude oil transport and LNG.

Medical devices, defense technology, digital infrastructure

Verticalized enterprise software. We’re already seeing this more and more now, but it’s easier to build an awesome (CRM/Payment solution/workforce automation/etc) that is designed with an industry in mind and take a small segment of a massive TAM market. Going to see lots more companies become the (Salesforce/Oracle/SAP/etc) of whatever niche vertical. Especially given rise of PE investment in software, a company that has a $2B TAM and is super profitable with great retention just makes more sense that a massive public company trying to appease a super diverse customer base, yet it also isn’t worth it for a Salesforce type company to try to compete on a super verticalized basis given TAM constraints

Long duration energy storage, wireless energy transmission, and energy efficiency. Huge market there

biotech. But it's easy to buy into duds in that industry.

cant believe no one has said crypto yet

can’t believe no one has said cannabis

any advanced industries that require significant and long-term R&D investments in exchange for huge windfall many years down the road. This usually means the industry has huge barrier of entry and competitive advantage, and copy cats don't even know where to even start

Examples include: biopharma, satellite / space, advanced battery (chemicals, etc.) and its entire value chain (from lithium mining all the way to electric cars), semiconductors. There are many noise in these industries right now. QuantumScape for example don't have much to offer, and there are just way too many biotech companies doing the same sht over and over again and are worth nothing right now (look at nasdaq biotech index right now)

Crypto