Here’s a simple investing cheat sheet:
• AI: $Alphabet(GOOGL)$
• chips: $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $SkyWater Technology, Inc.(SKYT)$
• space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$
• crypto: $Figure Technology Solutions(FIGR)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$
• energy: $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$
• drones: $Ondas Holdings Inc.(ONDS)$ $Unusual Machines Inc(UMAC)$ $Red Cat Holdings Inc.(RCAT)$
• nuclear: $Centrus(LEU)$ $BWX Technologies Inc(BWXT)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$
• defense: $Kratos Defense & Security Solutions(KTOS)$ $AeroVironment(AVAV)$ $Amentum Holdings, Inc.(AMTM)$
• robotics: $Serve Robotics Inc.(SERV)$ $Amazon.com(AMZN)$
• batteries: $T1 ENERGY INC(TE)$ $Eos Energy Enterprises Inc.(EOSE)$ $Electrovaya Inc.(ELVA)$ $Fluence Energy, Inc.(FLNC)$
• quantum: $D-Wave Quantum Inc.(QBTS)$ $IONQ Inc.(IONQ)$ $Rigetti Computing(RGTI)$
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