Today is a market holiday.
There are no earnings reports to watch. No opening bell. No trades to place.
In other words, today is one of those rare days when investors can step back and focus on something that is often overlooked during the daily noise of the market:
Education.
Because while the market is closed for a day, the trends shaping the next decade continue moving forward.
That’s exactly why I spent last night’s live event discussing two themes that I believe could become some of the biggest wealth-creating opportunities of the next 10 to 20 years.
The Space Economy
The first is the space economy.
Last week’s historic SpaceX (SPCX) IPO wasn’t just the largest public offering in history. In my view, it marked a turning point for an entire industry. For years, investors have viewed space as a niche market. Today, it is becoming a legitimate economic ecosystem involving communications, defense, manufacturing, infrastructure, transportation, robotics, artificial intelligence, and eventually entirely new industries that don’t exist today.
I’ve said repeatedly that I believe SpaceX has a realistic path toward becoming a $10 trillion company over time. But the bigger opportunity may be the hundreds of companies that will emerge around it.
History rarely rewards investors who focus exclusively on the largest company in a new industry. The internet created Amazon (AMZN), but it also created countless other winners. Artificial intelligence created Nvidia (NVDA), but the opportunity extends far beyond a single stock.
I believe the same will prove true for the space economy.
The Quantum Moment
The second trend is quantum computing.
Most investors still view quantum as something futuristic. Something that may matter someday.
I think they’re making the same mistake many investors made with artificial intelligence a decade ago.
Recently, analysts at Bernstein described quantum computing as the future of technology and identified several companies they believe could have substantial upside as the industry develops.
Meanwhile, governments, universities, and some of the world’s largest technology companies are pouring billions into the race to achieve commercial quantum computing. Even traditional Wall Street firms are beginning to acknowledge that quantum could become the next major computing platform after classical computing and AI.
Will it happen overnight? Of course not. Neither did the internet. Neither did cloud computing. Neither did artificial intelligence.
But thats the point.
The biggest fortunes are often made by investors who recognize transformative trends before they become obvious.
Use the Quiet Day Wisely
I encourage you to use today’s market holiday wisely and watch the replay. Review the charts. Study the trends. Think about where the world is heading over the next decade, not the next week.
Because when markets reopen, the headlines will return. The noise will return. The volatility will return.
But the investors who ultimately build wealth are usually the ones who understand the long-term trends before everyone else does.
Last night’s presentation focused on exactly that. The space economy. Quantum computing. And why I believe both could create extraordinary opportunities in the years ahead. The presentation covered the same themes highlighted throughout the event slides, including the Space Economy portfolio, the Quantum Moment portfolio, and why these may be early innings for both trends.
If you missed it live, today is the perfect day to catch up.
Because the market may be closed, the future isn’t.
To your future success,
Matt McCall
Founder, NXT Wave Research
