The next wave of opportunity isn't just about the final product—it's about understanding the entire value chain.

When you look at transformative sectors like AI, space exploration, and renewable energy, most investors fixate on the headline stories. But the real wealth often hides upstream.

Consider the materials revolution: rare earth elements, semiconductor manufacturing, advanced composites. These aren't flashy consumer products, yet they're the backbone enabling every innovation you see. The companies controlling production capacity and sourcing these materials will define this era.

Think vertically. Trace backward from the technology to the infrastructure, from the service to the supply chain. That's where structural advantages compound. Winners aren't always the most visible—they're the ones solving critical bottlenecks in materials, processing, and scalability.