Locator: 49764THEMES.
First posted January 20, 2026.
February 1, 2026: Apple's "supercycle" has begun. JPM raises AAPL's target from $305 to $315. Link here.
Annual themes are tracked here, though sporadically updated.
Fabs:
- Intel
AI:
- the year of the chatbots
Energy
- nuclear
- China
- LNG
Geopolitcal
- Greenland
- Venezuela
- Russia-Ukraine
- US-NATO
US vaccinations
- fallout / repercussions from reducing childhood vaccinations from 17 to 11 in starting in 2026
USAF:
- no longer, air superiority;
- now, AIR DOMINANCE.
US economy:
- Texas,
- Florida;
- California.
Connections:
- chatbots
- blogs
- x
