Recently came across an interesting discussion on Reddit about how to position in growth sectors. Two key directions were highlighted: EVs (not Tesla, but Asian manufacturers) and renewable energy. The reasoning? These industries are already growing, but current U.S. government policies are quite resistant. However, the next administration might not be so 'oppositional,' and a policy shift alone could lead to a revaluation. One noteworthy idea is that the person doesn’t want to directly invest in EV or renewable energy companies but is more focused on the upstream supply chain of these industries. For example, companies like TSMC or aluminum manufacturers, which have their own growth logic while also benefiting from downstream demand expansion. This approach actually holds some value in the current market environment. While data centers and AI are attracting a lot of capital and hype, the long-term demand for energy supply and renewable energy is a certainty.