Key insights
- The author expresses strong bullish sentiment on AMD, FLNC, and RKLB for long-term growth. AMD is seen as a key player in AI data centers, FLNC in energy storage for renewable grids, and RKLB in the commercial space sector. This positive outlook on these specific growth sectors could signal increased investor interest and potential capital inflows into these areas.
I’ve been spending a lot of time re evaluating my long term growth strategy and I’ve finally narrowed my high conviction plays down to three specific tickers that I plan on holding for at least the next decade. First is AMD because even with the insane run we've seen, I truly believe Lisa Su is just hitting her stride in the AI data center space and as long as they keep executing on the MI400 roadmap, they remain the only legitimate alternative to Nvidia’s monopoly. Then there’s FLNC which I feel is a massive sleeper hit for the global energy transition because you simply cannot have a renewable grid without utility scale storage and Fluence is consistently proving they are the gold standard in that sector. Lastly, I’m betting big on RKLB because while SpaceX gets all the mainstream headlines, Rocket Lab is quietly building a vertically integrated space empire and their progress with Neutron is going to make them a dominant force in the launch and space systems market very soon. I know this isn't a "safe" Boglehead approach but the combined growth potential in AI compute, energy storage, and commercial space is just too massive for me to ignore. I’m curious to see if anyone else is rocking this specific trio or if you think there’s a more explosive mix for a 10 year horizon?