Industry Thoughts for 2026
Technology:
Semiconductors: AI's demand for basic infrastructure (water, electricity, coal) remains high $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $NVIDIA(NVDA.US)
Physical AI: Commercial validation of AI edge applications, FSD, Robotaxi, humanoid robots $Tesla(TSLA.US)
AI large models + cloud model: Serving SMEs $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Alibaba(BABA.US)
Healthcare: Medical devices + AI; Pharmaceuticals + AI to save time and reduce R&D costs $Intuitive Surgical(ISRG.US) $Eli Lilly(LLY.US) $Recursion Pharmaceuticals(RXRX.US)
Energy upgrade: Sustainable energy, solar, nuclear, wind, energy storage $EOS Energy Enterprises(EOSE.US)
Aerospace: Satellite networks (e.g., Starlink) and space computing will support quantum and AI applications, accelerating commercial space expansion. $Rocket Lab(RKLB.US) $SpaceX
Other thoughts from the bros