XPEV Reddit Mentions | ChartExchange

10 years is a long time. It's long enough that technology adoption lifecycles will have gone by. Think about life in 2035... what big changes would have happened?
One of the challenges is that the "winners" are hard to tell right now... some of them might look like fly by night companies, some are figments of imagination right now, and so forth. And many of the names given in this sub are things that are popular right now, this year and so forth. They don't necessarily have the lasting power of 2-3 years, much less 5-10 years.
A few things about the future... I think there will be big changes in biotech, especially pharmaceuticals, there will always be the need for defense, and there are big industrial and lifestyle changes with sustainable energy and therefore the ongoing electrification of everything and the removal of fossil fuels in that 10+ year timeframe.
With that said:
\* Nvidia (NVDA) - AI infrastructure play, as well as invests in a slew of AI innovators themselves
\* Eaton (ETN) - Electric industry infrastructure - we will need to build a lot more electric capacity in the grid, at each building, etc.
\* Tesla (TSLA) - forefront of EVs, AI, robotics - controversial, but with massive cash levels and storied history of innovation. 5-10 years is enough to get through this current controversy.
\* Moderna (MRNA) - proven technology, nice pipeline, RFK Jr/Trump not withstanding in the short term
\* Raytheon (RTX) - the weapons systems they make are in high demand today and will continue to be, even if peace breaks out. It's NASAMS, Patriot, Javelin, Stinger, AMRAAM, Iron Dome, JDAM, Maverick, TOW - all the stuff that is being used up in high quantities in combat these days. Would love to point to a drone or smart munitions manufacturer in this space, but, that's really risky for a 10 year outlook.
\* Xiaomi - Chinese electronics conglomerate with top 5 position in smart phones, wearables, smart home devices, computers, and successfully entered electric vehicle industry.
\* UWM (UWMC) - #1 wholesale mortgage lender in the US. Stock is beaten down due to high interest rates. Currently paying almost 10% dividends. Could trade $6-10 with more favorable interest rate environment. Buying homes is probably still a thing in 5-10 years.
Would love to pick one of:
Drones - ONDS, UMAC, etc. But way to early to know who will have staying power and who will go bankrupt. Just like investing in EV makers in 2021/2022, some managed to go bankrupt even with massive government money coming in 2022 (Looking at you, Proterra and Arrival)
CRSPR - very promising tech, don't know who wins the IP fights and who has the right business. EDIT, CRSP, NTLA, etc.
Electrical component industrials - I picked Eaton, but there's ABB, Siemens, Honeywell, Schneider, etc.
EV makers - RIVN, XPEV, NIO - all bleed, all have a shot, all could be dead in 5 years. I have RIVN, and I believe in RIVN, but I know that only one has stood the real tests of time, and that's TSLA/Musk. RIVN has bled a crap ton of cash and is getting more cash. LCID is a Saudi hobby until they show they are serious about the business. Xpeng is the "best" of the bunch. NIO can't stop bleeding cash. But these are the automakers that will likely take it to the legacy automakers in the next 10 years.
AI - the problem is, lots of money pouring in, not clear who actually wins and takes home real revenue. I have MSFT, but under no illusions that it could be considered legacy and outside looking in. AAPL - well, they need a leadership change. GOOG? Similar risks - their core business could be disrupted and who knows how that shakes out. META? Spending lots of money, but that doesn't mean they are the ones that will succeed. So the AI infrastructure like NVDA makes [sense.smake.goo](http://sense.smake.goo)

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