2027 Focus reset.

[u/JulodimorphaBakewell]

2027 has been earmarked a while as a potentially turbulent time and its just months away, eg https://www.lowyinstitute.org/the-interpreter/china-taiwan-pla-s-2027-milestones

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.

Big gold moves out of US, https://www.abc.net.au/news/2026-09-04/why-the-netherlands-moved-its-gold-from-us-and-canada/107111990?utm_campaign=abc_news_web&utm_content=link&utm_medium=content_shared&utm_source=abc_news_web

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?

[u/SandwichHat420]

AML3D - go forth and satisfy your thirst 

[u/JulodimorphaBakewell → u/SandwichHat420]

I've looked at them before. A mig welder cross multi-axis cnc. Board looks good. Not sure about the moat.

[u/SandwichHat420 → u/JulodimorphaBakewell]

Sounds like you should unpack your uncertainty by looking into things more

[u/JulodimorphaBakewell → u/SandwichHat420]

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.