I hope a thread like this is welcome. Delete if not. But as we have so many people on the inside here:<p>What public tech companies have, in your perception, not peaked yet, but a bright future ahead?<p>Let's say in the mid term (years, not months or decades).
I learned the other day that Dutch company ASML is the only company in the world that makes the extreme ultraviolet lithography machines that the various top semiconductor foundries use in their sub 10nm processes (TSMC, Samsung, Intel, etc). Seems like a critical company in a high value niche that will have value into the future.
I’ve had the majority of my stocks in green energy and medicine for years, and it’ll likely remain there for years to come.<p>I do personally hope the EU does something about the increasing drug prices, but even if they do, it’s not like we’re going to need less.<p>It’s a boring strategy of course, and it’s not going to make you mega rich fast, but so far, it’s been worthwhile.