๐ง๐ต๐ฒ ๐ฆ๐ถ๐ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป
๐ง๐ต๐ฒ ๐ฆ๐ถ๐ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป
Tier 0 - Energy
$Centrus(LEU)$ $Constellation Energy Corp(CEG)$ $Oklo Inc.(OKLO)$ $Bloom Energy Corp(BE)$ $NEXTracker Inc(NXT)$ $Vistra Energy Corp.(VST)$ $Talen(TLN)$ $GE Vernova Inc.(GEV)$ $American Superconductor(AMSC)$ $Navitas Semiconductor Corp(NVTS)$ $BWX Technologies Inc(BWXT)$
Tier 1 - Chips
$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $Intel(INTC)$ $Marvell Technology(MRVL)$
Tier 2 - Data Centers
$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $WhiteFiber, Inc.(WYFI)$ $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$
Tier 3 - Foundation Models
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alibaba(BABA)$
Tier 4 - Software Infrastructure
$Innodata(INOD)$ $Palantir Technologies Inc.(PLTR)$ $BigBear.ai Holdings(BBAI)$ $Snowflake(SNOW)$ $Datadog(DDOG)$ $MongoDB Inc.(MDB)$ $Blue Earth Resources, Inc.(BERI)$ $Symbotic Inc.(SYM)$
Tier 5 - Al Agents
$UiPath(PATH)$ $Salesforce.com(CRM)$ $Cloudflare, Inc.(NET)$ $SoundHound AI Inc(SOUN)$ $Pegasystems(PEGA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$
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- LEESIMONยท10-28๐ฉทGoodLikeReport