HPC / AI Infrastructure
$Nebius(NBIS.US)  – Leader in AI Cloud / GPU Hosting
$IREN(IREN.US)  – Bitcoin + AI Computing Backbone
$Cipher Digital(CIFR.US)  – Data Center + AI Infrastructure Builder

Robotics / Automation / Drones
$UiPath(PATH.US)   – Process Automation Platform
$Richtech Robotics - B(RR.US)  – Pioneer in Industrial & Aerospace Robotics
$Serve Robotics(SERV.US)  – Delivery Robots + Real-World Automation

Nuclear / Uranium / Energy
$Oklo(OKLO.US)  – Micro-Nuclear Innovator
$Cameco(CCJ.US)  – Uranium Supply Leader
$Vistra(VST.US)  – Power Industry Giant (AI Energy Demand)

Energy Storage & Grid Tech
$EOS Energy Enterprises(EOSE.US)  – Large-Scale Grid Storage
$Fluence Energy(FLNC.US)  – Grid Infrastructure + Battery Tech
$Nextera Energy(NEE.US)  – Clean Energy Leader Rebounds

Space Economy
$Rocket Lab(RKLB.US)  – Small Rocket Leader ("Mini SpaceX")
$AST SpaceMobile(ASTS.US)  – Satellite Network for Direct Phone Connection
$Planet Labs(PL.US)  – Satellite Remote Sensing Growth Stock

Batteries & Solid-State Batteries
$QuantumScape(QS.US)  – Solid-State Battery Pioneer
$Solid Power(SLDP.US)  – Solid-State Battery Competitor
$EOS Energy Enterprises(EOSE.US)  – Cross-Sector Energy Storage

FinTech / Digital Finance
$SoFi Tech(SOFI.US)  – Digital Bank + Lending
$Robinhood(HOOD.US)  – Retail Trading Ecosystem
$Grab(GRAB.US)  – Southeast Asia Super App (Transport, Delivery, Payments)

Digital Health / InsurTech
$Hims & Hers Health(HIMS.US)  – Direct-to-Consumer Health Leader
$Oscar Health(OSCR.US)  – Tech-Driven Health Insurance
$Lemonade(LMND.US)  – AI-Powered Insurance Platform

PropTech / Real Estate Tech
$Opendoor Tech(OPEN.US)  – Digital Real Estate Comeback
$Zillow-C(Z.US)  – Housing Data & Analytics

AI Hardware & Connectivity
$NVIDIA(NVDA.US)  – GPU & Computing Leader
$AMD(AMD.US)  – Data Center & AI Chips
$Broadcom(AVGO.US)  – AI Network & Connectivity Backbone

Cybersecurity
$CrowdStrike(CRWD.US)  – Endpoint Security Leader
$Palo Alto Networks(PANW.US)  – Cloud Security Innovator
$Zscaler(ZS.US)  – Zero Trust Security Platform

AI Applications / Software Layer
$Palantir Tech(PLTR.US)  – AI Analytics & Government Tech Platform
$Snowflake(SNOW.US)  – Data Cloud + AI Workloads
$SoundHound AI(SOUN.US)  – AI Audio / Voice Platform (Undervalued Growth)

Consumer / Digital Platforms
$Affirm(AFRM.US)  – Buy Now, Pay Later Growth Stock
$Roku(ROKU.US)  – Streaming & Ad Ecosystem
$Uber Tech(UBER.US)  – Mobility + Delivery Giant

Aerospace & Defense
$RTX(RTX.US)  – Global Defense Giant
$Lockheed Martin(LMT.US)  – Defense Leader
$Northrop Grumman(NOC.US)  – Advanced Aerospace Systems

Autonomous / eVTOL / Self-Driving
$Joby Aviation(JOBY.US)  – Air Taxi Leader
$Archer Aviation(ACHR.US)  – eVTOL Challenger
$Tesla(TSLA.US)  – Robotics & Automation Benchmark

Crypto Infrastructure
$Coinbase(COIN.US)  – Institutional Gateway
$Mara(MARA.US)  – Bitcoin Mining Giant
$Riot Platforms(RIOT.US)  – Infrastructure Powerhouse

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Investing from Scratch (Andy)
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