A couple of others I can think of:
- Crypto-boom of 2016ish: GPUs/mining rigs
- LLM/AI hype nowish: User generated data
- 90’s dotcom bubble: Server space
During a pandemic, sell toilet paper.
There was a whole week during lockdowns where I had to just use the shower after taking a shit because everyone was completely out of toilet paper due to panic buying and hoarding. It’s one of the many reasons I have a bidet now.
It’s always GPUs. Crypto boom? GPUs. AI boom? GPUs. PC gaming boom? GPUs. GPUs are so difficult to program effectively that we still probably haven’t discovered things they’re capable of doing yet. The next major breakthrough in tech, whatever it is, will cause a massive explosion in GPU demand.
There was a company started recently to leverage AI and its trends prediction to stage what people need where they need it. Floods? Gyprock. Weather coming into California? Tents and bottled water near the school fields.
It predicts conflict by recommending first aid supplies staged near a border.
Absolutely mercenary, it opens its sales windows only when ‘surge’ pricing is allowable. You’re gonna be paying 3, 4 times the regular drywall cost.
Definitely all those Udemy / Coursera / Whatever paid courses for “Data Science”, “AI” and whatever else is popular recently.
When a housing crash is imminent, it’s the self storage businesses that thrive.
