Tony Monico

[Lin @Speculator_io]

SpaceX raised $85B on its IPO.

Now that money has to be spent, and it will move through the whole value chain.

These are the key suppliers and beneficiaries:

SpaceX & Starlink
Electronics: $STM $FLTCF $TEL $APH $TXN
Materials: $HXL $VELO $CPSH $CSTM $ATI
Design: $ACM

xAI & Colossus
Chips & Compute: $NVDA $DELL $SMCI $ANET
Power & Cooling: $GEV $VRT $CAT $TSLA $BE

[Lin @Speculator_io]

For years, AI infrastructure has been the leading theme.

And there is no reason to think that has changed.

It has only accelerated.

Chips: $NVDA $AVGO $AMD $ASML $ARM $KLAC
Foundry: $TSM $INTC
Memory: $SNDK $MU $WDC $STX
Networking: $CRDO $ALAB $ANET $MRVL
Photonics: $AAOI $SIVE $AXTI $LITE $COHR $GLW
Servers: $VRT $DELL $HPE
Energy: $BE $TLN $GEV $TE
Data: $INOD $SNOW $DDOG
Neoclouds: $NBIS $CRWV $APLD $IREN $WYFI $BRUN

[Lin @Speculator_io]

Nvidia is literally telling you what power semis to buy:

$NVTS Navitas +208.40%
$2454 Mediatek +207.59%
$STM STMicroelectronics +172.97%
$FLEX Flex +136.30%
$POWI Power Integrations +125.94%
$2308 Delta Electronics +122.16%
$AOSL Alpha & Omega Semi +117.70%
$ON ON Semiconductor +110.14%
$IFX Infineon +104.29%
$VRT Vertiv +89.69%
$TXN Texas Instruments +74.52%
$MPWR Monolithic Power +62.68%
$GEV GE Vernova +56.25%
$ADI Analog Devices +54.05%
$ABBN ABB +43.26%
$3665 BizLink +37.05%
$ETN Eaton +28.96%
$2301 LITE-ON Technology +27.66%
$SU.PA Schneider Electric +20.78%
$SIE Siemens +14.29%

[Lin @Speculator_io]

Solar will power the future of AI.

Elon said “solar electricity will become by far the biggest source of power for civilization".

So, here's the breakdown of the solar sector:

Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar

Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power

Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies

Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower

Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies

Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power

Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments

[Lin @Speculator_io]

The Return of Software

[Lin @Speculator_io]

Compute continues to be the bottleneck.

Since my post 1 month ago...

$DGXX Digi Power X +103.54%
$HIVE Hive Digital +83.08%
$WYFI WhiteFiber +75.24%
$HUT Hut 8 +69.54%
$BTDR Bitdeer +52.22%
$RIOT Riot Platforms +51.23%
$NBIS Nebius +49.93%
$CLSK CleanSpark +46.72%
$ORCL Oracle +37.64%
$APLD Applied Digital +34.55%
$CORZ Core Scientific +35.31%
$CIFR Cipher Mining +34.21%
$IREN IREN +32.03%

[Lin @Speculator_io]

The Leadings Stocks in 2026:

Market Leaders
$SNDK Sandisk +593.67%
$MU Micron +229.01%
$DELL Dell +227.94%
$BE Bloom Energy +214.67%
$ARM Arm +213.12%
$STX Seagate +212.02%
$WDC Western Digital +199.78%
$NBIS Nebius +165.65%
$FLEX Flex +145.41%
$CIEN Ciena +140.48%
$MRVL Marvell +136.34%
$AMD AMD +135.77%
$ASX ASE +129.92%
$ENLT Enlight +128.99%
$NOK Nokia +124.85%
$GLW Corning +103.78%
$RKLB Rocket Lab +103.14%
$ALAB Astera Labs +99.69%

Next-Gen Leaders
$MXL MaxLinear +421.20%
$AAOI Applied Optoelectronics +335.79%
$ICHR Ichor +272.69%
$VSH Vishay Intertechnology +254.56%
$DOCN DigitalOcean +220.62%
$VPG Vishay Precision Group +219.18%
$VICR Vicor +200.41%
$VIAV VIAVI Solutions +169.03%
$AMBQ Ambiq +166.51%
$HUT Hut 8 Mining +160.88%
$PL Planet Labs +157.50%
$SEDG SolarEdge +154.16%
$BLDP Ballard Power Systems +144.75%
$AMPX Amprius +139.72%

Speculative Leaders
$AXTI AXT Inc +499.77%
$RXT Rackspace +427.55%
$SATL Satellogic +390.21%
$AEHR Aehr Test Systems +339.25%
$HYLN Hyliion +273.80%
$NVTS Navitas Semi +254.67%
$OPTX Syntec Optics +243.10%
$MX Magnachip +241.09%
$SPIR Spire Global +198.56%
$CPSH CPS +190.97%
$FEL FuelCell Energy +189.57%
$PURR Hyperliquid Strategies +183.00%
$PENG Penguin Solutions +180.84%
$MRAM Everspin +179.15%
$BKSY BlackSky +152.45%
$OSS One Stop Systems +148.02%
$UMAC Unusual Machines +142.60%
$USAR USA Rare Earth +128.09%

[Lin @Speculator_io]

This is Nvidia’s list of partners for next-gen 800V power architecture.

$NVTS Navitas
Mediatek
Delta Electronics
$STM STMicroelectronics
$AOSL Alpha & Omega Semiconductors
$FLEX Flex
$POWI Power Integrations
$ON onsemi
$IFX Infineon
$VRT Vertiv
$TXN Texas Instruments
$MPWR Monolithic Power
$GEV GE Vernova
$ADI Analog Devices
LITE-ON Technology
$ABBN ABB
BizLink
$ETN Eaton
$SU Schneider Electric
$SIE Siemens
Innoscience

[Lin @Speculator_io]

Trump has been telling you what to buy for months:

• AI: $DELL $MU $SNDK $WDC
• chips: $INTC $AMD $NVDA $TSMC $ARM
• space: $RKLB $PL $ASTS
• crypto: $HOOD $CRCL $PURR
• energy: $BE $GEV $FCEL $TE
• drones: $UMAC $ONDS $AVEX
• nuclear: $XE $CCJ $OKLO $UUUU
• robotics: $OUST $AEVA
• quantum: $IONQ $QBTS $RGTI $INFQ
• batteries: $FLNC $AMPX $KULR
• healthcare: $OSCR $CLOV
• photonics: $AXTI $AAOI $LITE $CRDO
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

Don't overcomplicate it.

Never miss the leading stocks again:
https://t.co/elrxrmAnFt

[Lin @Speculator_io]

SpaceX → Scheduled to go public on June 12th

OpenAI → Scheduled to go public as early as September

Anthropic → Scheduled to go public as early as November

[StoryTrading @StoryTrading]

We started the Official Trade Account with just $18,000 on October 7th, 2024.

Today, the account officially crossed over $2,000,000 in gains.

From $18K to $2M+ in under 2 years. The 4-pillar process continues to deliver. 🔮

To celebrate, we’re giving away a FREE 3-month subscription to one person who likes and reposts this tweet. Winner announced after tomorrow’s close! 🥳

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[Lin @Speculator_io]

There is an insatiable demand for AI compute.

And there are only a few companies that can supply it.

Hyperscalers & CSP
$GOOGL Alphabet
$AMZN Amazon
$MSFT Microsoft
$META Meta Platforms
$BABA Alibaba Group
$ORCL Oracle

Neocloud
$NBIS Nebius Group
$CRWV CoreWeave
$WYFI WhiteFiber

High-Performance Compute
$IREN IREN
$HUT Hut 8
$DGXX Digi Power X
$WULF TeraWulf
$APLD Applied Digital
$CORZ Core Scientific
$SLNH Soluna Holdings
$GLXY Galaxy Digital
$RIOT Riot Platforms
$CIFR Cipher Mining
$MARA MARA Holdings
$CLSK CleanSpark
$BTDR Bitdeer Technologies Group
$HIVE Hive Digital Technologies

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[Lin @Speculator_io]

The Five Layers of Memory

1. Near Memory:
Sk hynix, Samsung $MU

2. Main Memory:
Sk hynix, Samsung, CMXT $MU

3. Expansion Memory:
SK hynix, Samsung $MU $ALAB $MRVL $MCHP $RMBS

4. Contexted Memory:
SK hynix, Samsung, Kioxia $MU $WDC $SNDK $SIMO

5. Data Lakes:
$STX $WDC $DELL $NTAP $P $HPE $IBM

[Lin @Speculator_io]

One of the best way to find the next big winner is to track new IPOs.

The leading ones right now:

$CDNL Cardinal +138.07%
$AMBQ Ambiq+128.38%
$LGN Legence +127.38%
$Q Qnity +106.10%
$ELVR Elevra Lithium +85.77%
$SOLS Solstice +80.00%
$PURR Hyperliquid Strategies +77.05%
$FLY Firefly +70.58%
$WYFI WhiteFiber +70.50%
$CRCL Circle +52.96%
$LIFE Ethos +52.23%
$FPS Forgent Power +48.55%
$REA Rare Earths Americas +45.89%

I track every major new IPOs here:
https://t.co/gx4nlgITMK

[Lin @Speculator_io]

These are the three biggest opportunities of this decade:

1. Agentic AI
2. Self-driving Cars
3. Humanoid Robots

We're seeing trillion-dollar markets being created in real time.

And it's just getting started.

[Scott Redler @RedDogT3]

This cheat sheet can help

[Lin @Speculator_io]

What Makes Nvidia Racks So Expensive

GPU: $TSM $ARM $INTC $KLAC $LRCX $ASML $KEYS $ASX $AMKR $CAMT $PDFS
Memory: $MU $SNDK $WDC
Networking: $COHR $GLW $FN $LITE $APH $CRDO $ALAB $CSCO $AVGO $AAOI $SIVEF
Cooling + Power: $VRT $ETN $FLEX $STM $ADI $MPWR $NVTS $ON
Others: $DELL $JBL $HPE $SMCI

[Lin @Speculator_io]

The real frenzy starts once the most hyped companies go public.

Space: SpaceXai
Defense: Anduril
Al: OpenAl, Anthropic
Robotics: Figure Al, Apptronik
Fintech: Stripe, Revolut
Crypto: Kraken, Ripple,
Prediction Markets: Polymarket, Kalshi
Chips: Groq, Cerebras
Cloud: Databricks

We haven't seen anything yet...