Fintech is garbage.
Cyber security is needed, and I don’t see the need decreasing.
Metaverse is 3-d printing all over again.
I’m curious what e-commerce growth rates will be. They pulled forward a ton of growth during covid. I think it’s unknown if they’ll return to pre-covid growth rates or something lower. If it’s lower, then that’s not good.
Big data is heavily fragmented.
I’m bullish on companies that use AI/ML to automate business processes. With the salary increases we are seeing, those software tools will become a necessity. Similarly, I think robotics and software automation are going to take over service industries. There’s going to be a massive focus on achieving productivity gains.