The Next Big Investment Wave: AI, Green Energy, and More

 

Artificial Intelligence & Machine Learning

• Why: Massive investments from big tech, expanding use cases across industries, and AI infrastructure build-out.

• Key ETFs/Companies: NVDA, AMD, SMCI, AI-focused ETFs like BOTZ or ROBO.

2. Green Energy / Clean Tech

• Why: Global decarbonization push, government incentives (e.g., Inflation Reduction Act in the U.S.), EV transition.

• Key Players: ENPH, TSLA, FSLR, ICLN (ETF).

3. Biotechnology (especially Gene Editing / mRNA tech)

• Why: Post-COVID innovation wave, CRISPR-based therapies entering trials, aging global population.

• Key Players: CRSP, EDIT, BEAM, ARKG (ETF).

4. Cybersecurity

• Why: Rising cyber threats, increased enterprise and government spending.

• Key Players: PANW, CRWD, FTNT, CIBR (ETF).

5. Semiconductors (especially advanced nodes & AI chips)

• Why: Powering everything from AI to electric vehicles and cloud computing.

• Key Players: NVDA, TSM, ASML, SOXX (ETF).