In an environment of constant change, where innovation acts as the true catalyst for progress, allocating between 10% and 15% of the portfolio to emerging companies with high disruptive potential can be one of the boldest strategic decisions for investors with vision. of the future. These companies, often still in early stages of development, are tracing a route that could lead them to be the giants of the coming decades. Despite the risks associated with its youth and volatility, the long-term return opportunities may be comparable to those that would have generated early investments in now iconic companies such as Apple either Amazon.
The challenge of identifying these companies goes beyond following market trends; It requires detecting those with the power to transform their industries or even create completely new markets. This week, I want to focus on four companies that are combining technological innovation and advanced solutions to address some of the most relevant and strategic challenges of our time. Sangamo Therapeuticswith its focus on precision gene editing; Argo Blockchainpaving the way in the blockchain ecosystem; Matterportwhich revolutionizes the concept of digital space and virtual reality; and Enovixwhich redefines energy storage efficiency standards, are examples of how technology and innovation are driving change in critical areas.
These companies are not yet big name names, but Their advances in sectors such as genetic medicine, digital infrastructure, the creation of virtual twins and next-generation batteries position them as candidates with high transformative potential. Although there are no certainties and volatility is an inherent part of these investments, those who decide to bet on their ability to evolve could be rewarded in an extraordinary way in the long term.
This analysis is part of the framework I am building into a 25-year investment portfolio for my 19-year-old twin sons. I always say that when the real impact of these decisions materializes, whether positive or not, my children will remember this step of their father. Because, ultimately, investing in change means betting on the future.
Sangamo Therapeutics (SGMO)
Sangamo is dedicated to biotechnology with a focus on advanced gene therapies and gene editing, targeting rare genetic disorders and neurological diseases. Its zinc finger nuclease (ZFN) technology is one of the first in the field of gene editing, providing unique precision to modify DNA specifically and safely. Sangamo is currently researching treatments for hemophilia, inherited blood disorders and neurodegenerative diseases, positioning itself as a disruptive force in personalized medicine.
First of all, I have chosen this company since it is the one that looks the best from a technical point of view, every time last week it confirmed a spectacular and broad bullish reversal pattern in the form of a double low in the $0.30which appear to have been the bottom of the downward trend that began in 2018, the title from no more and no less than the 27 dollars.
Managing a stop linked to not losing the support of the $0.70whose transfer would not make any sense in the context of bullish reconstruction that we are looking for, the title can be bought with a long-term vision, looking for increases in coming years towards 6 dollars in the first place, which is the minimum theoretical objective of rise of that pattern of bullish turn, which arises from projecting its amplitude. If they do not assume the stop, do not buy and wait for a retreat to the gap that opened days ago between the 0.90 and 1.23 dollars. I would place the purchase orders in that range. If you achieve it perfectly and otherwise, have a good trip.
Argo Blockchain (ARBK)
As one of the leading cryptocurrency mining companies, Argo Blockchain stands out for its commitment to sustainability in the sector. It uses renewable energy sources in its facilities, which allows it to reduce the environmental impact associated with intensive digital mining. Argo is also exploring new ways to optimize energy consumption and develop advanced technology to strengthen security in blockchain infrastructure, becoming a key player in the responsible mining of cryptocurrencies such as Bitcoin and Ethereum.
Technically, the Argo Blockchain price has been consolidating positions on the support of the 0.90 – 1 dollar. As long as it does not lose this support range, we could be attentive to the evolution of this company, but I would only be in favor of buying if it beats the resistance it presents in the $1.35. Only in that case could one set foot looking for a bullish context towards at least the 4 dollarswhich are the highs of January of this year, something that would gain integers if it exceeds the 2 dollars. He stop we would place it in $0.90.
Matterport (MTTR)
Matterport has revolutionized the way physical spaces are captured and digitized by creating 3D digital twins. Its platform allows you to digitize everything from home and office interiors to construction sites and warehouses, making it easier for users to explore and analyze physical environments without being physically present. This has found applications in real estate, construction, hospitality and retail, where digital twins save time and resources, allowing for better planning and optimization of spaces.
Technically, everything indicates that the title has made a bottom in the $1.75where the downward trend that began the year 2021 from the 37 dollars. The problem from an operational point of view is that the stop is very far away unless $3.90 is used as an aggressive stop, which is the lower part of the consolidation range of recent months. Exceeding $5, everything would indicate that another bullish surge could form in search of recovering at least a 23.60 or 38.20% of the fall in 37 at $1.75which would mean seeing increases towards 10 and 15.50 dollars.
Enovix (ENVX)
Enovix develops next-generation batteries centered on advanced silicon anode architecture, a technology that promises to increase storage capacity and extend battery life. Its products are aimed at meeting the growing demand for electronic devices, such as smartphones and wearablesand industrial applications such as electric vehicles. Enovix aims to redefine the standard for energy storage, helping to accelerate the transition towards cleaner, more sustainable technologies in the energy field.
Finally, I’m talking to you about a title that has been on a channel for years and that is currently in the middle part of it. Looking for the ceiling of this channel as the first objective, which appears in the area of the 20 dollarswhich are this year’s highs, can buy if they assume a stop linked to not losing the $7.35. In this case the potential would be 100% while the distance to the stop it would be 35%. Return/risk equation of 3 to 1.
LinkedinBeloud
#Innovation #borders #disruptors #medicine #blockchain #virtual #reality #energy #Part #VII
