For one, humanoids. Buy the shovel vendors, not the miners.

Also, edited nitrogen fixers. Haber-Bosch is going to be hard to sustain with environmental targets.

Oh, and DRI, same kind of reason, as coking coal is likewise going to fall foul.

I could be totally wrong, but that’s seemingly the drift of things, and where I have lately been placing my chips.

Went long on nuclear power as soon as AI started to take off, and there’s still ample headroom there too.