14 moonshot technologies BofA says investors must know

I found this article/research interesting as it could give some investment ideas on future tech trends.

And perhaps, creating a debate on it and talking about possible ways to invest in it (stocks, ETFs, Investment Trusts, etc).

BofA Global Research strategists led by Haim Israel release a 152-page research report identifying 14 “radical technologies that could change our lives and accelerate the impact of global megatrends.”

  1. 6G : “The next generation of telecom networks will be needed in less than a decade as data continues to grow exponentially and 5G reaches its upper limit capacity.”

  2. Brain Computer Interfaces : “As we reach a point where humans are unable to keep up with computers and AI, brain computer interfaces could help ‘level up’ humans with computers. Shorter term, brain computer interfaces hold solutions for paralyzed individuals and promise a new wave of innovation in gaming.”

  3. Emotional Artificial Intelligence : Also “known as ‘Affective Computing’ and ‘Cognitive Computing’ (it) is designed to capture, analyze and respond to human emotions and simulate human thoughts. EAI can potentially collect, analyze and respond to completely new varieties of data and situations and predict or simulate human thought, leading people to take action.”

  4. Synthetic Biology : “At its core, ‘synbio’, as the field is commonly referred to, takes advantage of the vast diversity of nature to make biomolecules that traditional chemistry cannot.”

  5. Immortality : “Traditionally, aging has not been viewed as a disease that can be treated but this is changing. Actors in this space are increasingly looking to tackle the hallmark of aging via pathways such as ‘genomic instability, telomere attrition, mitochondrial dysfunction, and cellular senescence’ among others.”

  6. Bionic humans : “This could be invasive (e.g. implants) or non-invasive (e.g. exoskeleton). Biohacking is also an associated field which is essentially applying DIY biology to boost oneself e.g. RFID chip in hand for contactless payments.”

  7. eVTOL : “Electrical vertical take-off and landing vehicles that could provide an alternative mobility transportation solution to outdated infrastructure and overly stressed roads in urban settings.”

  8. Wireless Electricity : “As the IoT takes off, automating and creating near continuous charging solutions could provide convenience for consumers, while solving charging problems for the rollout of EVs and secure electricity supplies for remote communities.”

  9. Holograms : “A technology capable of creating a simulated environment through light imagery projections that will allow everyone to come together in one virtual room, without having to leave their physical location.”

  10. Metaverse : A “future iteration of the Internet, made up of persistent, shared, 3D-shared spaces linked into a virtual universe. It could comprise countless persistent virtual worlds that interoperate with one another, as well as the physical world and transforming markets such as gaming, retail, entertainment etc.”

  11. Nextgen Batteries : “Whilst lithium batteries are the major EV technology, this does not necessarily need to stay true with alternatives such as solid state, vanadium flow, sodium ion etc provide promising additional attributes.”

  12. OceanTech : “It seeks to answer: ‘How do we increase sustainability of the ocean economy while harnessing its benefits?’ Solutions could include ocean energy, land-based aquaculture, and precision fishing using AI, etc.”

  13. Green Mining : “Transitioning away from a carbon-intensive economy will mean moving to a metal-intensive one. Green mining solutions like deep-sea mining, agromining, mining of wastewater and asteroid mining could provide less polluting and destructive solutions as the green economy’s thirst for metals grows.”

  14. Carbon Capture & Storage : “All current zero-carbon pathways require some form of CO2 removal. CCS, alongside other geoengineering solutions, could act as part of the solution with long-term permanent removal of CO2 vs afforestation.”

  • Lower lifespan . The lifespan of S&P 500 (SP500) (NYSEARCA:SPY) incumbents is shortening and by 2027 components could last just 12 years before being replaced, BofA says.

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Source: Bank of America

Getting earlier into the next big thing has been crucial for one’s success in stock investing. In the past three decades, just 1.5% of companies accounted for all the wealth created in the global stock market, BofA said, citing a study from Hendrik Bessembinder, an Arizona State University professor.

Meanwhile, incumbents are displaced at a faster rate because of accelerating innovations. Take the life span of S&P 500 companies for instance. In 1958, the average company lasted 61 years. That has shortened to 24 years by 2016 and is expected to be halved to just 12 years by 2027, BofA data show.

(…)

Investing in early innovators often requires a strong stomach for losses, both in terms of the bottom line and stock performance. For instance, a Goldman Sachs Group Inc. basket of non-profitable tech firms in innovative industries tumbled almost 40% earlier this year and has yet to recoup half of the losses. And certainly, not everyone will be able to succeed.

To BofA’s Israel, the reward from investing in the stars of tomorrow isn’t insignificant. By his team’s estimate, the 14 technologies highlighted for the future currently represent only $330 billion in market size. Combined, they could increase 36% a year to $6.4 trillion by the 2030s. For context, profits from S&P 500 companies have grown 6% a year historically.

“These moonshots could transform and disrupt multiple industries, contributing to the next big cycle of technology-driven growth,” the strategists wrote.

https://www.bloomberg.com/news/articles/2021-09-15/bofa-identifies-tech-moonshots-to-catch-next-apple-amazon

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Might have to nick this list for the podcast, very interesting!

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Really interesting read!

Has anyone got there on any potential buys that are in there infancy and associated with the above sectors?

On a side note I’m not sure how I feel about immortality :joy:, as if we’re not over crowded enough

Musk don’t have a company in the “Brain Computer Interfaces” (2.) sector?

Does cryptos (especially the NFTs) qualify for “Metaverse” (10.)?

When I read the 9th (“Holograms”), I remember a concert from Gorillaz, with video projection images of the elements of the band, I don’t know if we can call that holograms…

Welcome to the rabbit hole! :laughing:

HOLDINGS

as of 09/15/2021

Ticker Name Identifier ETF Weight Shares
NVDA NVIDIA CORPORATION 67066G104 8.90% 39,843
MSFT MICROSOFT CORP 594918104 4.91% 16,117
RBLX ROBLOX CORP 771049103 4.57% 55,638
700 HK TENCENT HLDGS LTD BMMV2K8 4.55% 78,100
U UNITY SOFTWARE INC 91332U101 4.32% 32,697
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3.85% 31,818
AMZN AMAZON COM INC 023135106 3.54% 1,018
ADSK AUTODESK INC 052769106 3.37% 11,748
QCOM QUALCOMM INC 747525103 3.21% 23,229
SE SEA LTD 81141R100 3.16% 9,368
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 2.93% 245,106
FSLY FASTLY INC 31188V100 2.84% 65,150
GOOG ALPHABET INC 02079K107 2.84% 978
AAPL APPLE INC 037833100 2.72% 18,262
FB FACEBOOK INC 30303M102 2.44% 6,529
AKAM AKAMAI TECHNOLOGIES INC 00971T101 2.39% 21,360
6758 JP SONY GROUP CORPORA 6821506 2.18% 19,600
IMMR IMMERSION CORP 452521107 2.04% 285,693
NET CLOUDFLARE INC 18915M107 2.01% 15,602
SNAP SNAP INC 83304A106 1.97% 26,700
INTC INTEL CORP 458140100 1.94% 35,244
BABA ALIBABA GROUP HLDG LTD 01609W102 1.91% 12,084
COIN COINBASE GLOBAL INC 19260Q107 1.72% 6,956
ADBE ADOBE SYSTEMS INCORPORATED 00724F101 1.59% 2,411
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 1.56% 10,187
STM FP STMICROELECTRONICS 5962332 1.55% 33,111
SWKS SKYWORKS SOLUTIONS INC 83088M102 1.52% 8,602
AVGO BROADCOM INC 11135F101 1.37% 2,685
SNOW SNOWFLAKE INC 833445109 1.36% 4,183
AMD ADVANCED MICRO DEVICES INC 007903107 1.35% 12,816
LUMN LUMEN TECHNOLOGIES INC 550241103 1.33% 104,397
TXN TEXAS INSTRS INC 882508104 1.32% 6,675
EQIX EQUINIX INC 29444U700 1.05% 1,245
005930 KS SAMSUNG ELECTRONIC 6771720 0.96% 14,550
MU MICRON TECHNOLOGY INC 595112103 0.93% 12,614
EA ELECTRONIC ARTS INC 285512109 0.89% 6,508
AMT AMERICAN TOWER CORP 03027X100 0.81% 2,740
PTC PTC INC 69370C100 0.81% 6,448
ATVI ACTIVISION BLIZZARD INC 00507V109 0.80% 10,271
7974 JP NINTENDO CO LTD 6639550 0.79% 1,600
ANET ARISTA NETWORKS INC 040413106 0.73% 2,035
BSY BENTLEY SYS INC 08265T208 0.72% 10,147
DIS DISNEY WALT CO 254687106 0.72% 3,908
DSPG DSP GROUPS INC 23332B106 0.70% 32,042
VUZI VUZIX CORP 92921W300 0.70% 60,344
ERICB SS ERICSSON 5959378 0.66% 56,874
BILI BILIBILI INC 090040106 0.64% 8,403
Cash&Other Cash&Other 0.45%
SQ SQUARE INC 852234103 0.18% 737
PYPL PAYPAL HLDGS INC 70450Y103 0.12% 438
HUYA HUYA INC 44852D108 0.03% 2,937

A nine-part series on the Metaverse, what it is, how much of it is already here, what it needs to thrive, and more:

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Some of thess technologies remind me of a game I am currently playing called 13 Sentinels: Aegis Rim.

Some of the tech is scary to think about, especially slowing the Aging process.

Agree and ethically very problematic

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For the most part this seems to be a semiconductor/cloud etf basically. I’m surprised with the exposure to Nvidia, Intel, Taiwan Semi, Qualcomm etc. that ASML has not made an appearance.

$dna - ginko bioworks - synbio
$lilm - Lilium NV - Palantir are investors for evotl

" * The suits are circling. In the wake of Facebook’s new positioning as a Metaverse company, execs at a multitude of tech and media outfits have put it front and center of their strategy, or are at least saying they have a Metaverse strategy. Leading the pack are game engine companies like my employer Unity and graphics chip powerhouses such as NVIDIA. These companies are laying the groundwork by delivering miraculous real-time 3D tech on a regular basis, and they are built on solid business models delivering significant commercial value. They will indeed be foundational for the Metaverse. But these days you can’t swing a dead cat without hitting an ad agency or tech startup that has the word Metaverse in a strategy deck, too. Sensing a Next Big Thing, people don’t want to have to play catch-up like they did with the Internet or mobile. Mind you, the term Metaverse isn’t new, nor is the vision, despite various attempts at rewriting history. But now that His Eminence has given voice to it, the Metaverse exists by fiat. So let it be written; so let it be done. And everyone is pouring in."

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