asymmetric bet or June deals
...
vertical takeoff (e.g., Joby Aviation) or niche photonic/semiconductor innovators. Brazilian real & EM local currency bonds. Poland’s WIG20. Carbon credit tokens & climate derivatives. Iran/Russia oil bypass routes .
AI infrastructure and related plays: Utilities (for power generation to support data centers), nuclear energy providers, and companies in power/grid infrastructure. NuScale Power (SMR, Oklo (OKLO) for 2026, Nano Nuclear Energy. Eagle Nuclear Energy. Commonwealth Fusion, Helion. Critical minerals and commodities: Especially silver (primary producers), copper, and other metals for EVs. Tokenized uranium. African lithium & graphite miners. Select AI hardware/enablers: Memory chips (e.g., Micron/MU) ...













