Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks. Companies such as $SOFI or $NU.
When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
https://burzovnisvet.cz/2025/11/pfizer-prebira-metseru-a-posiluje-svou-pozici-na-trhu-s-leky-proti-obezite/
I disagree with your claim that the healthcare sector has been growing significantly in recent years — that’s simply not true. Over the last 5 years it’s the 4th worst-performing sector in the S&P500 and it’s more or less being carried by Eli Lilly, which makes up 14% of the healthcare weighting in the index and has grown by 560%. On the contrary, the whole healthcare sector is taking quite a beating.... :-)
Don’t get me wrong — in my view healthcare can, for carefully selected companies, be a very interesting sector to invest in, but I came to that conclusion by the opposite line of thinking: precisely because it’s lagging, and historically we know that one day the turnaround will come and the whole sector will go sharply higher for a while (likely thanks to some major innovation — e.g. AI in medicine, which is why I often talk about the theoretical potential of Clover Health :-).
The consumer sector is currently very undervalued, and I would also choose insurers such as $UNH and $OSCR.
Power plants and everything related to building and operating data centers. :-) $VRT $ANET
I agree with you — Nu will bear fruit for me. The decisive question is whether it will be granted a license in the US; if so, I think they have greater growth potential than SoFi.
Healthcare? Not even with a stick... it’s such a complicated business that I basically don’t understand it deeply enough to bet the farm on it... For me, the sector with the biggest potential right now is unequivocally Aerospace and Defence, and at least in the short term heavy industry as well.
You can tell you really like SOFI and NU, huh? You tag them in every other post of yours :) As for your question, for me it’s definitely technology and healthcare.