Next big ideas. I've cashed out of darlings, some of which came up tops during the 2020 soar. This includes plays in hydrogen power (entered at about $14, cashed out at $66), cruise liners (the moment they plunged by 80% of their pre pandemic price, I went in hard and 2x within a week, and then cashed out and moved on), pharmaceuticals (nope, not the usual suspects that created your vaccines. Don't like to follow too closely to things that are good for one season.), etc. 

This are my next season plays:

1. Air taxis (yes, the tech is there. The vehicles have proven concept, and orders are already made for delivery). 

2. Space tech (these are low orbit levels, not tourism to the Moon - to highly priced in tickets. So virgin Galactic is out. I'm looking at communications tech, navigations, agri-tech, supply chain comms level). 

3. Payment rails. Who powers Mastercard, Visa, JP Morgan's card system, Square, crypto companies, Affirm, etc etc at the backend? That one will be a behemoth of a killer in returns. If you're the goondu selling out, I want your shares. I will sell puts and buy and buy because this one is one heck of a giant. 

4. Pharmaceutical manufacturing - end to end. I want to be in the Alibaba of this world. Market leader. From discovery to delivery. 

I'm long all these type of stocks. 

I'm short on loss making ones like Grab. 

DYOR.