Van Delm Next Generation

Trading Idea: Van Delm Next Generation Strategy focuses on the fundamental building blocks of the future economy: Quantum Computing, Photonics, Space, and Next-Gen Energy solutions. While the world is focused on end-user AI, this strategy invests in the "shovels and picks" of the digital gold rush—the infrastructure and technologies that make high-performance computing possible. Core Pillars: Quantum & Photonics: Investing in companies like IonQ and Lumentum that are redefining computing speed and data transmission. Energy Transition: High-conviction positions in nuclear energy (Uranium) and infrastructure efficiency (cooling and power management) to feed the growing demand of AI data centers. Selective Semiconductor Chain: Targeted exposure to high-growth chip manufacturers and testing systems. Methodology:I combine a core "Buy & Hold" approach for long-term thematic growth with tactical short-term trades to capitalize on market momentum. My entry points are driven by a mix of fundamental analysis and waiting for the right technical "buy" signals. Risk Management: Some sectors, such as Robotics and Edge AI, are kept on a watchlist and will only be entered when the momentum is confirmed. This ensures capital is only deployed when the risk/reward ratio is optimal. Disclaimer: I am not a financial advisor. This wikifolio represents my personal strategy for informational purposes. Investing involves risk.