
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $CDNS — Electronic design automation leader powering next-gen AI chip development.
2. $SNPS — Semiconductor design software kingpin enabling the AI revolution.
3. $FTNT — High-performance cybersecurity platform guarding expanding AI networks.
4. $BE — Solid oxide fuel cell technology for reliable AI data center power.
5. $FLNC — Intelligent energy storage & grid solutions for AI power demands.
6. $BBAI — AI-powered decision intelligence for defense and enterprise.
7. $RGTI — Quantum computing hardware accelerating complex AI problems.
8. $DOCU — AI-driven agreement automation transforming business workflows.
9. $UPST — AI lending platform revolutionizing credit decisions.
10. $ENPH — Solar energy leader + storage powering sustainable AI infrastructure.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?


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