Predictions for 2026:

• Data center stocks blow past ATHs as the power bottleneck becomes even more obvious

• The first AI operating systems show up, with complete control over the computer

• Memory stocks go higher, the top isn’t in

• Vibe run companies appear, businesses where AI does everything, from market research to promotion

• With the surge of AI accounts, companies start requiring proof of personhood, with a clear distinction between AI influencers and human influencers

• We see the first patent with AI listed as an inventor

• Finance moves toward a 24/7 model, powered by blockchain technology

• AI applications explode. We’ve seen 0.01% of the potential so far

• Software without a significant data moat will die

• Humanoid robots start taking security, warehouse, and other blue collar jobs, and Tesla gets hyped as large scale Optimus production approaches

• Onshoring plays hype comes back

• Fusion energy becomes a new investable theme later in the year

• 3D printing plays become popular again, particularly among companies pivoting to defense applications

• Americans returning to the Moon slowly gains traction in markets as contracts start pouring in