Part 8/10:
Broader Market Dynamics and Peripheral Opportunities
While Wong maintains a full position in major tech stocks, he also highlights related sectors ripe for investment, particularly in energy, manufacturing, and infrastructure. He points to the anticipated inflow of over $5 trillion in foreign investment into data centers, manufacturing, and power generation facilities, indicating a burgeoning ecosystem supporting the digital economy.
Specific stocks of interest include those involved in energy production and innovative nuclear technologies, such as Exalon in data centers and small modular reactors like Eklo. These companies are poised to benefit from increased infrastructure investment, especially as nations modernize their energy grids and data infrastructure.