In a world where technological innovation is advancing by leaps and bounds, investors are challenged to identify companies with the potential to lead the decades ahead. In Part 1 of this article, I explored some of these disruptive companies that are redefining their industries. Now, in Part 2, I continue the analysis with five companies that, if they can execute on their vision, could make a difference in sectors as diverse as artificial intelligence, nuclear energy, biotechnology, defense, and air mobility.
These companies are not only driving technological advances, they are also creating new markets and taking advantage of megatrends that could transform the global economy over the next 25 years.
From Palantir Technologies, which is revolutionizing data analytics, to Archer Aviation, which is seeking to redefine air travel, these companies represent opportunities that could generate exceptional long-term returns, similar to investing in Apple or Amazon in their early days. Let’s begin this journey with five of today’s most promising companies whose disruptive business models could redefine the future of the market.
Some of these companies are already part of the portfolio I am building for my 19-year-old twins, particularly the part intended for disruptive companies with a very long-term vision. Although this type of investment can involve certain risks, their transformative capacity makes them perfect candidates for those who wish to position themselves with a vision of the future.. As I always tell you, for better or for worse, my children will remember their father in 25 years.
Palantir Technologies (PLTR)
A leader in big data analytics and artificial intelligence solutions for governments and businesses, Palantir has revolutionized the way data is used in decision-making. Its disruptive potential lies in its ability to transform industries such as defense, security and healthcare, thanks to advanced analytical tools that generate solutions based on massive information.
Technically, the title defines an impeccable upward trend whose first objective is to return to the peaks reached in 2021 in the $44.70which are still at 22%. But this would be the first target since everything indicates that it is only a matter of time before it manages to overcome this resistance and enter an absolute free rise, which is the most bullish technical situation that exists. If they are looking for a support level whose surrender would not make much sense in a bullish context in the short/medium term, which could serve as a stop aggressive, tell them that this support would be the $29.30.
In any case, I would like to stress that these securities must be part of a very long-term oriented portfolio and therefore use benchmark indices. stop aggressive doesn’t make much sense.
Cameco Corporation (CCJ)
I think it’s advisable to keep an eye on companies that focus on nuclear energy, a key sector for the future of energy, especially with the growth of technologies like AI that consume large amounts of energy. Instead of looking for a company dedicated to nuclear production, you could opt for Cameco Corporation, one of the largest uranium producers in the world. Cameco would benefit from the growth in demand for nuclear energy, since uranium is essential to the operation of nuclear power plants.
From a technical point of view, the most interesting thing is that the title reacts upwards after reaching the theoretical support zone of 36 dollarswhose scope represented a 38.20% Fibonacci correction of the entire previous uptrend born at the lows of 2020. We would therefore buy a stock that has already corrected in the medium term and is able to resume its course. main uptrend. The first objective is to find the highs of the year in the $56.50which are also at 22%. Subsequently, the roadmap is to seek increases above these historical peaks and to take advantage of a possible free rise.
Kratos Defense and Security Solutions (KTOS)
Kratos focuses on advanced defense technologies, including autonomous drones and space defense systems. As warfare becomes increasingly technological, Kratos is emerging as a key player in next-generation defense, with solutions that have the potential to change the dynamics of global security.
The goal that Kratos has had between his eyebrows for months is to regain the historic heights he set in 2021 in the 34 dollars. By then, there is still a potential of 50% and, as I have indicated in the other cases, the objective is to seek that in the coming years its price exceeds these maximums and between free climb. To buy, the ideal would be to wait for a consolidation that brings the price into the zone of 21 dollars.
Illumina (ILMN)
In biotechnology, Illumina is a pioneer in DNA sequencing, a field that continues to evolve toward personalized medicine. Despite recent challenges to its business, which have caused a sharp decline in its stock price, the company remains a leader in the field of genomics and plays a key role in the future of healthcare, with the potential to transform disease prevention and treatment.
The fall of the last few years has caused Illumina’s price to correct more than 80% of the entire previous rally of the last two decades, especially the one that started in 2003 from $0.87. From the surroundings of 100 dollars I understand that this could lay the foundation for a bullish rebuild and that this punishment could have been enough to gain a foothold.
Archer Aviation (ACHR)
Finally, in the field of air mobility, Archer Aviation is developing electric air taxis that could redefine urban transportation. If this technology is successfully developed, it could completely transform the way we move around cities, creating an entirely new market for air mobility.
These five companies represent a vision of the future based on disruptive innovation. With an investment horizon of 25 years, the success of these companies could offer opportunities for exponential growth, becoming the technological and economic giants of tomorrow.
Technically, I find it interesting that over the past year, Archer price has corrected the 78.60% Fibonacci of the entire previous rise from its all-time lows that it set in 2023 in the $1.65. From this theoretical support of the $2.90 to $3 This could be laying the foundation for a floor. Setting foot in this environment doesn’t seem like a bad option to me, looking for the next bullish move in the coming months to drive the stock to new highs above those it set last year in the $7.50, which are at 150%. I would only put the second foot in if it fell to its historic lows in the $1.65.
