Batteries mainly plus also advanced tech engineering companies (which includes solar but I'm not here for the solar).
I'm here more for robotics and computing etc (first and foremost batteries though, the growth there alone will be astounding).
Recently added Silex Systems to my portfolio for similar reasons.
Energy transition will spike commodity prices and they will stay high for years.
Unless we get hit by a meteor, invaded by aliens, the earths core erupts or the sun gamma ray blasts our asses.
But I feel like that goes without saying.
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