With the dust of the last week settling, here's how I'd position top down for next 2-4 yrs Long: Property (specifically: Land) Gambling/speculation in any form All of crypto. One really can't miss here. Trades (HVAC/Plumbing, etc.) Childcare (prepare for direct gov't incentives for having children) Domestic or nearshore manufacturing (most physical industries not listed in Shorts) Commodities & precious metals @SpaceX supply chain All Elon supply chains Palantir/Anduril & related Nuclear & Solar (non-consensus) + supply chain Israel & Mexico Short: Big Pharma/Big Health Insurance/Big Hospital Legacy Mil/Industrial complex (Boeing et al) Big food (anything levered to excess calories) & Big agriculture (namely chemicals & pesticides) Large gov't contracts that are blatantly net extractive/zero sum Legacy (partisan) media & search Higher education supply chain Anything levered to ACH/SWIFT Fiat currencies Anything that still has an oversized DEI dept. Software that can be easily displaced by an AI agent China & Germany What am I missing?