Tech Companies of the Future

[BlackPeter]

you cant buy shares in spaxe X but E says 100 starships a year out of the factory ... 100! and lift off every how many hours?

Maybe this is the reason they want to abuse Kaitorete Spit as launch area ...

Wonder how the native birds feel about this proposal ...

[Waltzing]

dont think spaceX will be building down in NZ  for starship...  1000 a year?  right ... well thats what E was talking about ... in other words leaving the planet and moving to mars.... lock stock and space ships... Space X is going off planet and you know who are you going to pay taxs too... what is the currency ...

[notmaurice]

PLTR going great guns.

and the ride continues.To get out now or stay is the question?

[notmaurice]

CLOSED AT $51.15 TODAY.

[Dolcile]

I hope everyone has a nice allocation to international/US equities. 

[Dolcile]

I hope everyone has a nice allocation to international/US equities. 

Almost a year on, and the S&P500 is up 18%. It is almost criminal that you can put money in a index tracker and reap such rewards - with no effort.

Personally I'd prefer to hold NZ companies like HLG and TRA but there just isn't enough of them and I'd be overweight in my asset allocation.

[777]

CLOSED AT $51.15 TODAY.

https://finance.yahoo.com/quote/PLTR/

PLTR now 189.60 up 321% and not yet a year.

These companies certainly help push up the indices they are in.

[Buzz]

These are NZ Tech companies of the 'now' raising substantial capital, but not on the NZX.

[HAWKDOG]

From what i have been seeing these appear to be commonly accepted themes for 2026:
Space
AI Infrastructure
AI Tech Platforms
Defense tech
Robotics
AI energy.

A few stocks to watch


$EOSE $ONDS $SIDU $SMR $TE $SYM $ROK $OUST $RDW

Looking for the next $RKLB or $ASTS or $OKLA

Anyone have any good growth stonks they are watching?

[Ennui]

Watching Elbit ESLT. For longer term themes, sitting in ETFs for Med tech, quantum, nuclear and robotics while I take a closer look.

[Dolcile]

Im just taking the boring approach of buying the entire haystack. 

[Mr Cashflow]

https://www.theguardian.com/money/2026/jan/10/ai-bubble-finances-crash-tech-meltdown-savings-pensions

AI bubble: five things you need to know to shield your finances from a crash

Some experts have voiced fears a tech meltdown could hit our savings and pensions – here's how to protect yourself

[HAWKDOG]

Its hard, so many calling for a crash which is overdue.

On one of the equity mates podcasts - they mentioned that if you had bought the SP500 at the top of the covid bubble - invested on through the correction - you would have doubled your money.

So much going on in tech right - AI/Peptides in biotech - 1.5 trillion in US defense spending (drones) - autonomous cars, space, robotics.   Hard to keep up.

I read somewhere  years ago the last phase of the big cycles is commodities - and we are definitely in a commodity boom. Not sure the validity of that statement.

[HAWKDOG]

The tech sector on the ASX is taking a beating.  This image is from the Market index weekend email.

"Tech and software stocks have been under pressure since late 2025, with this weakness carrying into 2026. Investors are rotating out of overvalued tech names amid valuation concerns and fears that AI could erode competitive advantages.

The table above illustrates just how far these stocks have fallen from their peaks, showing the distance between Thursday's close (15 January) and each stock's 52-week high. While most names outside of Wisetech, Xero, TechnologyOne and NextDC remain positive over the past twelve months, the data reveals a clear loss of upward momentum."

[BlackPeter]

Its hard, so many calling for a crash which is overdue.

On one of the equity mates podcasts - they mentioned that if you had bought the SP500 at the top of the covid bubble - invested on through the correction - you would have doubled your money.

...

Perhaps. But then, if you would have invested your money in July 1929, it would have taken until July 1963 to double your money (based on Dow Jones Avg). 34 years.

And hey, Geopolitics currently looks like the late 1930íes - doesn't it? Just saying.

But even if our dumbest autocrats and strongmen decide to avoid the big next war ... I am wondering, which impact the huge debt bubbles which the US, Europe and many other countries keep inflating will have on our economies?

So - sure, investing is good, but just looking into buying into bubbles might not be the most futureproof thing. Ah well, need to talk with my shoeshine boy.