问政钟喃嗨

Take note yourself.

First wave main theme: Semiconductor

NVDA, NVIDIA, the absolute core of AI GPU.

ARM, the underlying CPU architecture.

AMD, a dual-core player in both GPU and CPU.

AVGO, Broadcom, AI networking plus ASIC chips.

INTC, Intel, is catching up.

Second wave: Memory chip track

MU, Micron, core beneficiary of HBM.

WDC, Western Digital.

STX, Seagate.

SNDK, SanDisk.

Third wave: Optical module and optical communication track

NOK, Nokia, communication equipment.

LITE, Lumentum, optical communication components.

COHR, Coherent, optoelectronic lasers.

AAOI, AOI, optical modules.

GLW, Corning, optical fiber.

CIEN, Ciena, optical networks.

MRVL, Marvell, data center interconnect.

IREN, AI computing power.

CIFR, Cipher Mining, mining transitioning to AI computing power.

WULF, Terawulf, energy plus AI computing power.

CORZ, Core Scientific, AI infrastructure.

NBIS, Nebius, AI computing power cloud.

CRWV, AI data center.

P, Pinterest, AI application.

This is the hottest direction at the moment, with capital aggressively attacking it.

The directions that are most likely to rotate and surge next:

01) Raw materials and rare earth track

MP, MP Materials, rare earth.

USAR, USA Rare Earth, rare earth.

UUUU, Energy Fuels, uranium and rare earth.

FCX, Freeport-McMoRan, copper mine.

AA, Alcoa.

AI data centers are electricity-guzzling monsters, raw materials and rare earths are supply bottlenecks.

02) Network equipment track

ANET, Arista, data center switches.

AVGO, Broadcom.

MRVL, Marvell.

CSCO, Cisco.

03) Power supply, power grid, and thermal management/cooling track

VRT, Vertiv, data center power and cooling.

ETN, Eaton, power management.

GEV, GE Vernova, power equipment.

CEG, Constellation Energy, nuclear power.

SMR, NuScale, small modular nuclear reactor.

OKLO, Oklo, nuclear power.

The power demand of AI data centers is surging, nuclear power and grid equipment are long-term directions.

04) Space and aerospace track

ASTS, AST SpaceMobile, satellite communication.

RKLB, Rocket Lab, commercial rockets.

LUNR, Intuitive Machines, lunar lander.

PL, Planet Labs, remote sensing satellites.