Van Delm Next Generation

The Van Delm Next Generation strategy focuses on the complete value chain of future technologies, with a specific emphasis on the infrastructure required to power the AI revolution. The portfolio is built on four strategic pillars: AI Infrastructure & Energy: Investing in the 'backbone' of AI. This includes high-performance semiconductors, advanced memory (HBM), and essential energy solutions for data centers, such as nuclear power and smart cooling systems (e.g., NVIDIA, Micron, Cameco, Vertiv). Quantum Computing Evolution: Positioning for the next leap in computing power by selecting pioneers in quantum hardware and software (e.g., IonQ, D-Wave). Future Mobility: Capturing the revolution in urban air mobility (eVTOL) through industry leaders (e.g., Archer Aviation, Joby). AI-Driven Services: Identifying companies that utilize AI to disrupt traditional sectors like Finance and Healthcare (e.g., Pagaya, Yidu Tech). Investment Process: The selection is based on a 'pick-and-shovel' approach, favoring companies that provide essential components for global megatrends. I monitor fundamental data, industry catalysts (like FAA certifications), and earnings momentum. Investment Horizon:This is a long-term growth strategy. While individual positions may be adjusted based on quarterly performance, the core focus remains on companies with the potential to dominate their respective markets over the next 5 to 10 years. This wikifolio reflects my personal investment strategy and is for informational purposes only. It does not constitute financial advice. Investing involves risks, and past performance is no guarantee of future results. Please conduct your own research before making any investment decisions.