No qualifying author-owned investment thesis was confirmed in this post.
The author expresses FOMO rather than a fundamental investment thesis for MU and SNDK, and the uranium thesis does not explicitly identify URA as the asset.
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SNDK and MU are killing it and the FOMO in me is pushing me to buy at these levels. However, I’m worried there will be a correction sometime in the future (I should’ve bought a month ago). So what are your picks that solves potential bottlenecks?
I’m leaning towards water filtration and de salination tech for water primarily to the very strong water demand for cooling. Water is usually recycled so tech that allows that happen could be a good bet, but I don’t think it will be as constrained as memory even in the future.
Energy is another for sure so I started to DCA in uranium don’t expect something massive until a few years down in the future.