Investing themes
Pillar guides that map a topic end to end: the core concepts, the companies that represent it, the key terms, and how to invest. Themes cover what you invest in; strategies cover how. Each pillar links to everything beneath it.
Investing themes
- AI Infrastructure · AI infrastructure is the picks-and-shovels of the AI build-out (chips, networking, optical interconnects, and power) starting with optical networking.
- AI-Resilient Investing · AI-resilient investing means owning physical, real-world businesses that AI cannot easily copy or automate: mining, freight, infrastructure, and more.
- Allied Manufacturing · Supply-chain realignment toward trusted partners (friend-shoring), with South Korea a core node supplying AI memory, batteries, ships, defense, and power gear.
- Batteries & Energy Storage · Next-generation solid-state batteries and grid-scale energy storage (ESS), a market BloombergNEF expects to reach about 2 TW / 7.3 TWh by 2035.
- Defense & Rearmament · The global rearmament cycle since 2022, led on exports by South Korea, whose Top 100 arms makers grew revenue 31% to $14.1 billion in 2024.
- Robotics & Physical AI · Robotics and physical AI is the bet on machines that perceive and act in the real world (humanoids, cobots, automation) as AI moves from screens to bodies.
- Space Economy · Companies that build and launch spacecraft (upstream) and sell services from orbit (downstream); a $613B market projected to reach $1.8T by 2035.