Strategic Thesis
The Next Booms
A strategic framework mapping technology waves, convergence clusters, 70 companies, 55 business opportunities, and life strategies for 2026–2050.
March 20265 / 10 / 15 / 20 / 25 Year HorizonsLiving Document
The core thesis
Every major technology boom democratizes something previously scarce. Computers democratized calculation. The internet democratized information. Mobile democratized access. AI is democratizing intelligence. Each wave rides on the infrastructure the previous wave built, and the next boom solves the bottleneck the current boom creates.
The biggest wealth creation happens at convergence points, not within single booms. The iPhone wasn't a phone boom — it was mobile + internet + computing converging.
Top 20 hottest picks
Restructured into three tiers based on fundamentals. Tier 1: Quality Compounders — profitable, low/no debt, reasonable valuations relative to growth. These are the core. Tier 2: Premium Growth — profitable but expensive. You're paying up for dominance. Right thesis, watch for entry prices. Tier 3: Speculative Bets — pre-profit or early revenue. Asymmetric upside, real risk of loss. Size accordingly.
09The human playbook
Skills, books, films, journeys, and philosophical questions — organized by era. Because predicting the future is useless without preparing as a whole person.
The meta-pattern, one final time
Companies straddling two booms outperform those inside one. Businesses built at convergence points create categories that didn't exist. People who prepare — intellectually, spiritually, physically — navigate transitions with grace.
The future is already here — it's just not evenly distributed. Your job is to stand where it's arriving.