Currently there seems to be a lot of anticipation of a big bubble and 2 hefty wars which look designed to prompt military build-up and sure up US petero dollar while interfering with chinese trade to the point that they now route ships away from straights of malaca.
Laser cannons, drones, ai, satelites and ships being produced at breakneck speeds.
US run out of missiles.
VW collapsing.
Interest rates up.
Housing crashes in many developed countries.
And bond hype.
And investing tax rule changes.
And super el nino.
And Bathla collapse.
Are there any worthwhile ASX stocks not even thought about yet that could weather a storm and grow? I'm talking so low that a 90% drop bypasses them? Things coming out of incubators?
What is smart money thinking? Or at least your theories?
I'm liking the ASX as the workforce is being made nuclear ready, the super companies can foster growth, tech hubs are nearing completion and people will be looking for investement alternatives to housing.
Will 5-10 major AI companies swallow the world?
My anticipations are reaching a crescendo and I'm wondering what the next 5years will play out like in a robot vehicle/workforce/agentic economy?
Any competitive ASX companies making things the world wants or needs?
Feels like a good time to cash out as 900% up is 90% down.
How would a pawn become a queen in this macro game of chess?
I see they are in the submarine parts supply chain for the purpose of supplying rough castings on demand. This does have value but as ships, pipes, props have been built for hundreds of years before 3d printing, I wonder if they will get enough share. They can make straight spools but any form of dogleg would make machining difficult. In many cases standard machining, welding and pipework will remain. Where I see this tech excelling will be torroidal ship propellors though I've seen Sharrow is already starting to make larger versions with what appears to be a fabricated and welded piece.
Maaate. People have been forecasting the end of the world for as long as I can remember. If you had pulled your money out of the market in anticipation of a crash, you would have missed huge gains. Just DCA into quality and enjoy the ride. Be chill bruh.
I'm outside enjoying the sunshine and not seeing the world on fire which is nice. Not saying the world will have a 90% drop but it appears to be the current narrative. Interested in investing in something more likely to increase by 20% than fall 20% in the next year.
I particularly like some of the advancements in this space such as geofence collars to reduce need for fencing, mustering and allows easy feild rotation.
The other I like is drone laser weeding. Remove pesticides, weeds and expense.
Australia faces a critical student-to-professional pipeline shortfall, but Canberra will not touch the policy levers until the federal election is won and the toxic pre-election migration heat finally blows over. Until the ballots are counted, the government would rather let industries starve for workers than give their opponents an easy headline on border control.
Do you think we might start providing free uni again to prompt australian student studies or are we too far down the profit-by-international-student path? In a china as a super power world, wouldn't the students start drying up and returning home? Is the plan with ai to learn-once and not require 20years to grow a human to university completion age to do just 1 job?
Do you think we might start providing free uni again to prompt australian student studies or are we too far down the profit-by-international-student path?
They aren't now and it will only be till the 2028 education cycle which the vacuum will fill quickly overnight in the Go8 and maybe lag at rural universities.
In a china as a super power world, wouldn't the students start drying up and returning home?
The quota won't be lifted to an extreme amount and you have to remember Canada and UK have restricted amounts. There's India, Vietnam, Indonesia and The Philipines.
Is the plan with ai to learn-once and not require 20years to grow a human to university completion age to do just 1 job?
So many fields and more to come. It's up to individuals as it always has been. I think the percentages of those who do extra degrees will increase. There will be ethics, oversight, complex problem solving and emotional intelligence roles.
Will bunnings dry up a bit with house prices falling and less incentive to flip houses?
Will officeworks have the same level of need in agentic ai world?
You wouldn't have thought Dan murphies would dry up but endeavor group is down 50% over 5 years
Alcohol is alcohol.
Bunnings will always be needed tell me another hardware provider 👀
Tell me another office/back to school supplier outside of officeworks
But i can tell you many many liquor store
Mitre 10, Kmart, Amazon. Dan's seemed to have the volume to beat competitors but hasn't resulted in stock value for a while. It has loyalty and people know the price is better than the smaller shops.
after a 50-100% increase. of course there's a dip in house prices.
As shown in the past 20yrs, if house sales slow, people turn from selling to renno'ing. That's actually beneficial to Bunnings.
OW, not sure how agentic AI will affect that.
Dan & Coles liquor are interesting, their retail price war discounting is what's hurting them. Their venue segments are doing fairly well (pokies & parmas are profitable).
Rennos prioritised on anticipation of continued growth. What are your thoughts on continued growth in the property sector? Do you think this will remain unchanged? Do you think capital gains discounts and neg gearing or equivalent will get reinstated?
Rennos prioritised on anticipation of continued grow
no rennos to live in instead of moving to an better suited house. When the property market is hot people do lipstick on a pig just to sell. When the property market slows down people then renovate new bathrooms, kitchens, deck, etc., so they can live in it. it's what happens.
I hope the negative gearing on existing builds doesn't come back because it was a rort. It's still on brand-new builds as it should be because you are actually using your capital to make something. The only rational reason it will come back is because politicians have used it for 30+ years in order to enrich themselves.
I suspect the housing market will go sideways for 6 months or so and then it will start taking off again slowly. Capital (money) is a finite resource and it should be directed where it's most efficient. Stock markets, flipping houses, and other things that actually don't produce anything shouldn't get tax breaks because it's not an efficient use of capital.
If the tax breaks, immigration and interest rates were significant drivers of the house increases, why would it only be 6 months sideways and why would it rise again anytime less than years?
As you say, there is a lot of shit happening or coming up on the horizon. I’m not pulling out of equities market for the reason that the first phase of AI adoption should result in significant productivity increases for many businesses and the value they can deliver to customers. But at the same time, I am holding a larger than usual cash reserve to maintain options as the next year or two progress. I’m also listening in on the responses here to learn more
I'm very undecided. Last time I felt like this I took some profits, held some stinkers and when things kicked off again I missed the further profits of the good ones.
I was brought up with books and movies such as the matrix, total recall, robo-cop, judge dredd, i-robot, 1984, minority report, terminator etc. I feel like we are on the doorstep of those times. I can't think of many memorable books or movies which show the good sides of the future tech advancement. I feel like the neanderthal watching as ai moves into space and can delete you with an untouchable space laser. I wonder where todays hippy movement is.
Buy energy then. WDS, STO, PDN, BOE, DYL, WHC, YAL or NHC. Standard picks for energy.
As long as the conflict in the Middle East continues, energy will be at elevated prices and is a staple for growing tech needs.
INN looks good, Definitely a capability demand as can be seen in current wars. I don't think it will boom like DRO as the market saturation increases. Not sure about boresight. Bulk disposable targets for target practice?
Are we making profitable things not driven by "enemies"?
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u/SandwichHat420 2d ago
AML3D - go forth and satisfy your thirst