Modest update to Climate Tech Model…

The general sell off in stocks since early June has recently had the model make modest changes in direction. At the moment it has increased the Clean energy positions, EV, Battery, and Solar to 34 %, up slightly from 32 % on May 29. Biotech has increased to 6 % from 2 %, Tech/AI down a little from 44 % to 41 %, Bonds up to 12 % from 9 %, and Financials down from 12 % to 8 %.

I expect the Solar and Battery area to be the place where we will see the biggest increases in the next two months.

We look for clean energy as being a big user of the latest AI and Tech innovations, and Clean Energy is arguably the area with the biggest demand factor over the next ten years. Climate change has been woefully neglected by everyone.

And No, I don’t think that AI will take over the world, but I do think Spacex will move AI Data Centers to space as we do not have the natural resources to sustain them here on land.