Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] :-\ Valuations are not as crazy, but I bet there'll going to be a lot of demand in the coming decade, unfortunately.

Chip production, too, of course, but it's overflowing with money already, apparently. It's growing though, because there are real actual shortages of stuff like RAM and SSDs, there's money to be made immediately if you can. Chinese RAM manufacturers are building out like crazy.

[1]: https://www.ultimamarkets.com/academy/anduril-stock-price-ho...

[2]: https://www.marketscreener.com/quote/stock/RHEINMETALL-AG-43...

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teeray 6 hours ago | parent | next [-]

> Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2]

Only viable if you’re okay with the ethical implications of funding war.

	▲	nine_k 5 hours ago \| parent [-]
		Would you be fine with the ethical implications of funding the industry to fight WWII? Would you consider funding Ukrainian military unethical? Or Taiwanese? This is, sadly, not theoretical, and I'm afraid we'll soon see more of such choices, not fewer.

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zer00eyz 5 hours ago | parent | prev [-]

> it would be military tech

Anduril is the only company in this sector in the US that has any promise and they aren't even public. Most of us are not going to get our hands on this.

Traditional defense sector looks more like Jeep, or Kodak...

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class3shock 3 hours ago | parent | next [-]

Anduril has yet to deliver anything of consequence. I hope they shake up the industry but to say they are the next hot thing and write off the primes at this stage is premature.

	▲	nine_k 42 minutes ago \| parent [-]
		Invest in the Ukrainian drone producers which proved itself on the literal battlefield! Some of the Gulf states already did.

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nine_k 5 hours ago | parent | prev [-]

The demand for more Patriot missiles is large, now that much of the stockpiles have suddenly been spent. Raytheon should do fine just based on that.