To The Moon

Today, let's exploring themes for 2025.It should be noted that alpha selection will become increasingly important in 2025, with significant differences expected between sectors and companies.As investors, we should consider which themes or sectors should include and important considerations :There’s no need to hedge against a hard landing, as this risk is already addressed at the allocation level by reducing delta.The chosen sector should have strong fundamentals, includIing healthy revenue growth, profitability, and cash flow, and it should not be a sunset industry. This ensures that even if the market experiences a significant pullback, the sector has recovery potential, avoiding forced losses during downturns.Industries driven primarily by long-term expectations—like quantum computing o

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