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To: Zain Saleh who wrote (1133)4/3/2021 9:06:25 AM
From: Frank Sully  Respond to of 1325
 
Welcome aboard Zain, FWIW, for the benefit of new members I posted the following on the New Members board.

FWIW, there have been dozens and dozens of new members flocking here from Seeking Alpha to follow Chowder. Chowder has started a board called Disruptive Innovation linked here: Subject 60218

For the benefit of these new members I posted the following on Chowder's board:

Chowder,

Thanks for the explanation. As I noted in a previous post I don't usually post so much and was sort of laying out a historical foundation for the discussion here, unaware that these topics had been discussed in depth on your Seeking Alpha blog.

FWIW, here are my investments in disruptive technologies in no particular order:
  • AI & Robotics - IRBO - IShares Robotics and AI ETF;
  • Biotechnology - ARKG - ARK Genomics Revolution ETF;
  • AI Chips, Autonomous Vehicles, Supercomputers - NVDA - NVIDIA;
  • AI, Autonomous Vehicles, Search - GOOGL - Alphabet;
  • Enterprise AI - AI - C3.ai.
Disruptive technologies make up about 25% of my overall portfolio.

FWIW, for your information and that of the dozens of those who followed you from Seeking Alpha, here is a list of Silicon Investor boards which discuss these disruptive technologies which may be of interest for historical context, current news and discussion:
Cheers,
Frank Sully