Speculative Long-Term Allocation (Personal Strategy) My opinion only – not financial advice. This is my own intellectual property, AI-summarized and fact-checked for clarity. I'm setting aside 10–15% of my long-term portfolio for speculative sectors I believe will define the next 10–20 years: Robotics & Automation Teradyne (TER) – industrial testing robots UiPath (PATH) – enterprise automation software ROBO ETF – diversified robotics exposure Next-Gen Energy Nano Nuclear Energy (NNE...
Justin Teeburd
OPdelavie
:
I get the concern, but I dont think this path is dying just pausing along with the broader market. When the NASDAQ, S&P, and DOW are all dropping 2–3%, even strong plays look weak short term. But the long-term drivers behind robotics, modular energy, and critical minerals havent changed. These sectors are still set to fuel the next industrial and tech evolution. This strategy isnt about the next month it s about owning the infrastructure of the next decade. Patience in drawdowns usually pays off when your thesis is sound.
Justin Teeburd
OPdelavie
:
Solid point. Microsoft Power Automate has definitely gained traction, especially because it's already integrated into the Microsoft ecosystem most companies use like Office 365, Teams, and SharePoint. But UiPath still stands out in enterprise-grade automation, especially for more complex workflows and legacy system integration. Its like comparing a built-in tool to a specialized platform both have their place. I think Power Automate eating up market share is a trend worth watching, but it doesnt necessarily invalidate the long-term potential of UiPath it might just reshape its niche.
10baggerbamm
OPShanghaistar168
:
well it is positive news this goes back to what president Trump said that he was going to streamline the efficiencies for approval and he said it would be great if we could go from an approval to construction and operational in a year for nuclear plants, he says that's not possible but maybe we can get it down to two or three years. so I don't know if the market has digested this news but it absolutely is a tailwind for this industry
70628772
:
MAs entangle each other. The new trend will happen soon. The reports tomorrow and on Friday, and the upcoming April 2nd, we will meet a new condition. Watch and wait for a good time to enter again.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
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This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
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This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
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