10 years from now these are the companies everyone will wish they owned
Автор: Livewire Markets
Загружено: 2025-09-24
Просмотров: 256163
From gaming stock to global giant, Nvidia shows how fast the future can arrive. Global stock pickers Josh Cummings, Qiao Ma and Dr David Allen share where they see the next mega caps emerging.
Time codes
00:00 – Introduction: The winners of the next decade
02:13 – AI & Defence: The big themes
07:21 – Amazon’s (NASDAQ:AMZN) next disruption: Grocery
10:55 – 4 traits of future Mega-Caps
15:12 – Lessons from history: Winners vs Laggards
20:59 – Future Leaders: Spotify (NYSE:SPOT), Nvidia (NASDAQ:NVDA), Rheinmetall (ETR:RHM)
32:02 – Overlooked Picks: Palantir (NASDAQ:PLTR), Progressive (NYSE:PGR), Astera Labs (NASDAQ:ALAB)
40:53 – Q&A: Playing the Long Game
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