In a world where technological advancements and industrial changes are occurring at a dizzying pace, allocate a small portion of the portfolio, such as a 10-15%to disruptive companies can constitute a transformation strategy for any investor. These companies, most of them little known, are laying the foundations for what could be the big companies of tomorrow. Although these types of investments generally carry more risk, the potential long-term reward can be monumental, comparable to investing in giants like Apple or Amazon 25 years ago..
Some of these companies are already part of the portfolio that I am putting together for my 19-year-old twins, in particular the part intended for disruptive and very long-term oriented companies. As I always remember, for better or worse, my children will remember their father in 25 years.
The key is to identify companies that are not only aligned with the global megatrends, but also have the potential to reinvent entire industries or create new markets. Disruptive companies often face uncertainty and challenges, but those who bet early on their success can be rewarded with exponential growth. In this article, we will explore five companies that, although little known, have the potential to redefine key industries in the decades to come, providing unique opportunities for long-term investors.
Vélo3D (VLD)
Bike3D is positioned as one of the most innovative companies in the field of additive manufacturing, commonly known as 3D printing. Unlike conventional manufacturing processes, which can be slow, expensive and wasteful of materials, Bike3D offers highly precise and efficient solutions for industries such as aerospace, automotive and energy. Its patented technology allows the production of extremely complex parts without the need for traditional support structures, reducing costs and production times. With a focus on manufacturing critical components, Bike3D is leading a revolution in the way products are designed and manufactured, and could represent a major upheaval in the future of global manufacturing.
Technically, this company’s price appears to be laying the groundwork for a bottom in the September low zone in the $0.31. We will find clues that point in this direction if it manages to close the bearish gap that has opened since the $1.28. In this case, we could already see a relative increase in highs and lows on a weekly basis and the stock could try to leave behind the decline of recent years.
Lilium (LILM)
Lily is developing a bold and revolutionary approach to urban mobility with its electric air taxi concept. Its vertical take-off and landing (eVTOL) aircraft have the potential to transform the way people move around major cities, providing fast, safe and emissions-free transportation. Lily aims to reduce congestion in cities and provide efficient intercity transport alternatives, all with a reduced environmental footprint. As battery technology improves and air transportation regulations adapt, Lilium’s vision for a future of electric urban air mobility is closer than ever to becoming a reality. This company has the potential to pioneer a new era of transportation.
Its technical aspect is very interesting and it would be even more so if it manages to surpass the short-term resistance at $0.85. Everything indicates that it is only a matter of time before the price reaches last year’s highs. 2 dollarswhose improvement is what we would seek in the years to come. As long as you don’t lose the $0.60 there will be no risk of it returning to last year’s lows in the $0.37where I understand that a long-term bottom has been seen in the downward trend that began during the 2000s. $11.60which are the highs of 2021.
Rigetti IT (RGTI)
Rigetti Computing is at the forefront of quantum computing, a field that has the potential to transform entire industries. Unlike traditional computers which use bits (0 and 1), quantum computers use qubitsenabling exponentially faster calculations for extremely complex problems. Rigetti Not only does it develop quantum hardware, but it also offers software that makes it easier for companies to apply this technology to real-world problems. From optimizing supply chains to developing new drugs, quantum computing could revolutionize key sectors, and Rigetti is well positioned to lead in this technological race.
From a technical point of view, Rigetti consolidates the strong rise which took him from 0.36 At $3.43. As soon as this consolidation ends, it is likely that we will see another upward movement which could be similar to the one described. Clues that would indicate the start of it will be found if you beat the $0.88. Ensure that this value is achieved in order to seek the initial objectives in the 3.43 then the 2022 peaks around 10 dollars.
Original materials (ORGN)
Original materials is a disruptive company in the field of sustainable materials. As pressure increases to reduce reliance on fossil fuels, Origin is developing an innovative approach to produce plastics and other chemicals from renewable biomass, such as agricultural waste. This not only reduces carbon emissions, but also enables the production of materials with a lower environmental impact in sectors such as packaging, textiles and consumer products. The demand for more sustainable solutions is a growing trend, and Origin Materials is uniquely positioned to lead the transformation towards a low-carbon, circular economy.
The stock is between two eyebrows to fill the wide bearish gap that opened months ago from $4.50. This would be the first objective to seek, although the idea would be to seek much more ambitious objectives in the years to come, such as 8 and 14 dollars. He will not show any evidence jeopardizing this bullish hypothesis until he loses the $0.70.
Aeva Technologies (AEVA)
Aeva Technologies specializes in creating continuous-wave LiDAR sensors for applications in autonomous vehicles and other advanced perception technologies. Unlike traditional systems, Aeva sensors not only detect the distance of objects, but also their speed, making them a fundamental tool for improving the safety and precision of autonomous driving systems. Additionally, its LiDAR solutions are more efficient and less expensive than alternatives, which can facilitate mass adoption. As we move toward a future where autonomous vehicles become a reality, Aeva Technologies is uniquely positioned to lead this disruptive change in mobility and other industrial applications.
Technically, I like that the stock has consolidated for several months the powerful gap that it has opened upwards since 1 dollar. Everything indicates that at any time it could resume the increases in search of new highs above the $5.50. With stop in the 2 dollars This could be an option for the price to return to high 2021 prices in the coming years. 22 dollarspossible if your technology is a winner in its field.
