Companies

Companies building the future

The leading companies in each segment: what they are, what they do, the evidence behind the thesis and what could still go wrong. Real-time charts provided by TradingView.

◈ Semiconductors

NVIDIA

NVDA

Fabless chip designer that became the main supplier of accelerated computing for artificial intelligence.

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
◈ Semiconductors

TSMC

TSM

The world’s largest contract chip manufacturer (foundry).

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
◈ Semiconductors

ASML

ASML

The world’s only maker of EUV lithography machines, required for the most advanced chips.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
◎ Artificial Intelligence

Microsoft

MSFT

Software and cloud giant that put generative AI at the center of its products.

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
◎ Artificial Intelligence

Alphabet (Google)

GOOGL

Google’s parent company, with leading AI research (Google DeepMind) and in-house chips.

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
◎ Artificial Intelligence

Meta Platforms

META

Owner of Facebook, Instagram and WhatsApp, betting on open AI models and smart glasses.

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
⚙ Robotics

Intuitive Surgical

ISRG

Pioneer and leader in surgical robots.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
⚙ Robotics

Tesla

TSLA

Electric car and battery maker that now presents itself as an AI and robotics company.

✓ 3 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
⚙ Robotics

Symbotic

SYM

Robotic automation for warehouses and distribution centers.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
⚡ Energy

Constellation Energy

CEG

The largest nuclear plant operator in the US, spun off from Exelon in 2022.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
⚡ Energy

Oklo

OKLO

Next-generation nuclear microreactor startup, still without meaningful revenue.

✓ 2 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →
⚡ Energy

NextEra Energy

NEE

One of the world’s largest wind and solar power generators.

✓ 2 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
✦ Space

Rocket Lab

RKLB

End-to-end space company: rockets, satellites and components.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
✦ Space

AST SpaceMobile

ASTS

Builds satellites that connect ordinary phones directly from space.

✓ 3 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
✦ Space

Intuitive Machines

LUNR

Lunar exploration company that made the first commercial Moon landing.

✓ 2 evidence◷ 2 promises⚠ 2 what could go wrong
See full analysis →
⛨ Defense

Lockheed Martin

LMT

The world’s largest defense company by revenue.

✓ 2 evidence◷ 1 promises⚠ 2 what could go wrong
See full analysis →
⛨ Defense

Palantir

PLTR

Data analytics and AI software for governments and companies.

✓ 2 evidence◷ 1 promises⚠ 2 what could go wrong
See full analysis →
⛨ Defense

Kratos Defense

KTOS

Specialist in low-cost military drones, hypersonics and space systems.

✓ 2 evidence◷ 1 promises⚠ 2 what could go wrong
See full analysis →
⚛ Quantum Computing

IonQ

IONQ

Trapped-ion quantum computers.

✓ 2 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
⚛ Quantum Computing

Rigetti Computing

RGTI

Superconducting quantum computers with its own chip fab.

✓ 2 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
⚛ Quantum Computing

IBM

IBM

Century-old tech company leading the race for large-scale quantum computers.

✓ 3 evidence◷ 1 promises⚠ 2 what could go wrong
See full analysis →
✚ Biotech

CRISPR Therapeutics

CRSP

Pioneer of CRISPR gene-editing therapies.

✓ 1 evidence◷ 1 promises⚠ 3 what could go wrong
See full analysis →
✚ Biotech

Recursion

RXRX

Biotech using AI and automation to discover drugs.

✓ 2 evidence◷ 1 promises⚠ 2 what could go wrong
See full analysis →
✚ Biotech

Eli Lilly

LLY

Pharma company leading the obesity and diabetes drug revolution.

✓ 2 evidence◷ 2 promises⚠ 3 what could go wrong
See full analysis →

Educational content. Not a recommendation to buy or sell any asset.

Companies building the future · ULIANOV · Understanding the Future