Al infrastructure continues to be the leading theme
Al infrastructure continues to be the leading theme:
Hyperscalers: $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Oracle(ORCL)$ $Alibaba(BABA)$
Neocloud: $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $WhiteFiber, Inc.(WYFI)$
Memory: $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Pure Storage(PSTG)$
Semis: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ $Intel(INTC)$
Networking: $Ciena(CIEN)$ $Celestica(CLS)$ $Credo Technology Group Holding Ltd(CRDO)$ $Rambus(RMBS)$ $Arista Networks(ANET)$ $Amphenol(APH)$ $COHERENT(COHR)$
Servers: $Vertiv Holdings LLC(VRT)$ $Dell Technologies Inc.(DELL)$ $Hewlett Packard Enterprise(HPE)$
Data: $Innodata(INOD)$ $Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $Datadog(DDOG)$ $MongoDB Inc.(MDB)$
Energy: $Centrus(LEU)$ $Constellation Energy Corp(CEG)$ $Oklo Inc.(OKLO)$ $Bloom Energy Corp(BE)$ $Talen(TLN)$ $GE Vernova Inc.(GEV)$ $NEXTracker Inc(NXT)$
Batteries: $Eos Energy Enterprises Inc.(EOSE)$ $Quantumscape Corp.(QS)$ $Tesla Motors(TSLA)$ $Microvast Holdings, Inc.(MVST)$
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