I'm working on an investment project.
If anyone has favorite securities they think are going to do particularly well over the next few years in the following segments, let me know.
Semiconductor - manufacturing, design, etc.
Power - particularly industrial/datacenter focused power supply or distribution
Datacenter - Operator, land leasing, anything to do with datacenter growth
AI Application - End user targeted application of AI services. Consumer, government or industry focused application of existing or new AI services
AI Development - Anything to do with training, model design, ethical structures, AI access development (APIs, etc.)
I would like particularly small cap or micro cap securities. Anything under 10 billion market cap preferably, I'll take more if it's for a particularly good company. Nothing that's one of the 'major' players right now (MSFT, META, AMZN, NVDA, etc.), the smaller the cap the better - targeting in the hundreds of millions or less is ideal.
I would also like them to have a strong tie to the AI/Datacenter/Semiconductor/Tech broad industry.
Im also planning to sell my energy sucker desktop pc and get a mini pc with intel core ultra 2xx or ryzen ai (intel core ultra are more efficent.. made by tsmc but designed by intel... intel has just more money to invest but amd can get higher watts and higher performances so its a win/win in any case)
To be fair this is the best year for low power systems or just windows laptops.
If you enjoy strategy, building and war games then you might enjoy this amazing game which is called Terracore. https://www.terracoregame.com/
