Originally Posted by
boneil
Automation, AI and robots are clearly the future. However, I think there will be more losers than winners. The best software and hardware will be bought or developed by the big boys like AMZN, AAPL and GOOGL. They have the money to invest in it. And AMZN has always been investing into 10 -20 years into the future.
Another theme I like is alternative energy. Solar, energy storage, fusion. Slowly but surely, coal plants will continue to close. I like Tesla and they are leading the way but can they survive the onslaught of every major car company entering the EV space this year and next? I think their stock is too dependent on car sales numbers. They need to make more headway with solar tiles, panels and batteries. And I'm sure that there will be a more friendly clean energy political environment in the near future.
AMZN will either develop their own self driving software or use TSLA's. TSLA is millions if not billions of miles ahead of every other self driving software. So I think there could be a partnership, AMZN could buy TSLA electric big rigs.
Going to need 5G towers and hardware for everything to work at its fullest potential. VZ?
We are going to become a much more lazy society. Going to be alot of gym memberships. Peleton, PLNT