Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] :-\ Valuations are not as crazy, but I bet there'll going to be a lot of demand in the coming decade, unfortunately.

Chip production, too, of course, but it's overflowing with money already, apparently. It's growing though, because there are real actual shortages of stuff like RAM and SSDs, there's money to be made immediately if you can. Chinese RAM manufacturers are building out like crazy.

[1]: https://www.ultimamarkets.com/academy/anduril-stock-price-ho...

[2]: https://www.marketscreener.com/quote/stock/RHEINMETALL-AG-43...