Just started nibbling back into
$U and
$DM, to me both are no brainers.
My thesis on
$DM is that I think the supply chain issues have exposed the US to our lack of manufacturing capabilities and I hope we do a 180 and start a manufacturing renaissance here in the US and the only way this is possible is through robotics and additive manufacturing (3D printing) at scale.
For
$U Im simply ultra bullish on gaming and UGC (User generated content) and I believe Unity will democratize game development and take a big chunk of the market
Did you make any moves today?