2. Among emerging names: SLDP (solid-state batteries) could transform EV safety/energy density; RKLB (launch services + Photon platform) builds recurring space infrastructure; OKLO (compact nuclear reactors) is harder due to regulation, but disruptive if approved. Their moat depends on IP and execution speed.
3. Yes—timing + conviction matter more than passive 15-year holding. Nvidia’s “iPhone moment” (CUDA + AI adoption) rewarded those who recognised inflection early. Without catalysts, “holding forever” risks stagnation.
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