> It's about time for Silicon Valley to tank.

I think the ZTE dispute may be the inflection point here. Despite their evident complacency to date China isn't going to allow itself to remain vulnerable to US semiconductor embargoes. Silicon Valley will see its core competency commoditized.

> The next big thing may be solar, wind, and storage taking over the energy industry

That, and perhaps also space. If half of the plans on the board are realized we're going to increase the number of operating satellites by an order of magnitude, for starters.