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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Jan 30 WATCH Anthony Pompliano
Chairman & CEO, Pro Cap Financial
Pomp lists his favorite investments as "problem solvers," specifically naming Varda (space manufacturing for pharmaceuticals) and Rainmaker (weather modification drones). Smart capital is moving into "Hard Tech" and "Deep Tech" that solves physical problems (health, weather) rather than just software/SaaS. While these specific companies are private, this signals a sector rotation toward industrial innovation. Watch for public proxies in Space Economy and Climate Tech. High capital intensity and long time horizons for commercial viability. The Block
Pompliano: Forget inflation, bitcoin's price ...