cameron brooks

Sharing the opportunities and risks I think are worth watching.

[cameron brooks @CBrooksAlpha]

Quantum
• $IONQ $44
• $QBTS $20
• $INFQ $10

Photonics
• $AEHR $59
• $AAOI $103
• $COHR $311

AI Connectivity
• $MRVL $225
• $CRDO $210
• $ALAB $341

AI Applications
• $PLTR $121
• $SNOW $181
• $NOW $104

[cameron brooks @CBrooksAlpha]

AI’s next constraint may be measured in megawatts, not model size.

$AVGO — Custom silicon

$ANET — AI networking

$MRVL — Data movement

$MU — Memory demand

$ETN — Grid expansion

$PWR — Power construction

$GEV — Energy equipment

$CEG — Reliable power

The chips matter. But without networking and electricity, the cluster never scales.

[cameron brooks @CBrooksAlpha]

Financial freedom taught me to stop treating every red day like a broken thesis.

Here is the portfolio I’d want to build through volatility:

$NVDA — AI leader

$CRDO — Connectivity growth

$VRT — Cooling demand

$RKLB — Space growth

$HWM — Aerospace leader

$TMDX — Medical compounder

$NBIS — AI cloud

$CEG — Power scarcity

The best long-term positions are often built when short-term sentiment feels uncomfortable.

[cameron brooks @CBrooksAlpha]

The market hasn’t fully priced in the infrastructure behind the next decade of AI.

$ANET —— Arista Networks

$MRVL —— Marvell

$AMAT —— Applied Materials

$LRCX —— Lam Research

$CEG —— Constellation Energy

$ETN —— Eaton

$PWR —— Quanta Services

$GEV —— GE Vernova

The opportunity is bigger than one chipmaker. It reaches networking, fabrication, power, and the grid.
Save the list. This buildout will take years, not months.

[cameron brooks @CBrooksAlpha]

Financial freedom changed the way I look at stocks.

I care less about daily noise and more about businesses that could still be much larger five years from now.

Here is the growth portfolio I’m watching:

$NVDA —— NVIDIA

$RKLB —— Rocket Lab

$CRDO —— Credo Technology

$VRT —— Vertiv

$COHR —— Coherent

$HWM —— Howmet Aerospace

$TMDX —— TransMedics

$NBIS —— Nebius

The goal isn’t to predict every move. It’s to stay close to the strongest long-term trends.

[cameron brooks @CBrooksAlpha]

My view on the U.S. stock market today:

Bullish:
$ALAB ~ $CRDO ~ $NBIS ~ $APLD ~ $GEV

Hold:
$NVDA ~ $AVGO ~ $ANET ~ $VRT ~ $ETN

Bearish:
$SNOW ~ $CRM ~ $NOW ~ $MCHP ~ $TXN ~ $ADI ~ $QCOM ~ $ON ~ $HPQ

[cameron brooks @CBrooksAlpha]

AI Chips
• $NVDA $212.06
• $AMD $552.33
• $AVGO $396.81

AI Servers & Networking
• $ANET $174.87
• $DELL $441.80
• $SMCI $30.56

Data Center Power
• $VRT $301.16
• $ETN $406.91
• $GEV $985.03

AI Cloud & Software
• $ORCL $125.84
• $DDOG $245.77
• $MDB $304.97

[cameron brooks @CBrooksAlpha]

The market hasn’t paid enough attention to these 8 smaller growth stories:

$ZETA —— Zeta Global

$INOD —— Innodata

$PL —— Planet Labs

$BKSY —— BlackSky

$SOUN —— SoundHound AI

$AEHR —— Aehr Test Systems

$AAOI —— Applied Optoelectronics

$TSSI —— TSS

Higher risk, but much more room for expectations to change.

[cameron brooks @CBrooksAlpha]

Financial freedom changed the way I build a growth portfolio.

These are the 8 names I’m holding:

$AVGO —— Broadcom

$ANET —— Arista Networks

$CRDO —— Credo Technology

$VRT —— Vertiv

$CEG —— Constellation Energy

$HWM —— Howmet Aerospace

$RKLB —— Rocket Lab

$PLTR —— Palantir

I’m sharing the opportunities I still believe are worth watching.

[cameron brooks @CBrooksAlpha]

Serious wealth in 2026 could be built in the names most investors are still overlooking.

$ZETA —— Zeta Global

$INOD —— Innodata

$PL —— Planet Labs

$BKSY —— BlackSky

$SOUN —— SoundHound AI

$AEHR —— Aehr Test Systems

$AAOI —— Applied Optoelectronics

$TSSI —— TSS

Higher risk, but much more room for the market to change its mind.

[cameron brooks @CBrooksAlpha]

I’m 42 years old, and I’ve already reached financial freedom.

Here is the growth portfolio I’m holding:

$AVGO —— Broadcom

$ANET —— Arista Networks

$CRDO —— Credo Technology

$VRT —— Vertiv

$CEG —— Constellation Energy

$HWM —— Howmet Aerospace

$RKLB —— Rocket Lab

$PLTR —— Palantir

I’m sharing the opportunities I believe are still worth watching.

[cameron brooks @CBrooksAlpha]

I believe serious wealth in 2026 could be built in the names most investors are still overlooking.

$ZETA —— Zeta Global

$INOD —— Innodata

$PL —— Planet Labs

$BKSY —— BlackSky

$SOUN —— SoundHound AI

$AEHR —— Aehr Test Systems

$AAOI —— Applied Optoelectronics

$TSSI —— TSS

The risk is higher, but so is the upside when the market finally notices.

[cameron brooks @CBrooksAlpha]

I’m 42 years old, and financial freedom changed the way I invest.I now have $3.51 million sitting in my account.

Here is my portfolio:

$NVDA —— NVIDIA

$AVGO —— Broadcom

$AMZN —— Amazon

$GOOGL —— Alphabet

$CEG —— Constellation Energy

$PWR —— Quanta Services

$HWM —— Howmet Aerospace

I don’t need every stock to work. I need the strongest ideas to keep compounding.

[cameron brooks @CBrooksAlpha]

I’m 42 years old, and I’ve already reached financial freedom.I now have $3.51 million sitting in my account.

Here is my portfolio:

$AVGO —— Broadcom

$CRDO —— Credo Technology

$HWM —— Howmet Aerospace

$CLS —— Celestica

$TMDX —— TransMedics

$CEG —— Constellation Energy

$GLW —— Corning

If this helps you, I’d appreciate your follow.

[cameron brooks @CBrooksAlpha]

I’m 42 years old, and I’ve already reached financial freedom.

I now have $3.51 million sitting in my account.

Here is my portfolio:

$AVGO —— Broadcom

$CRDO —— Credo Technology

$HWM —— Howmet Aerospace

$CLS —— Celestica

$TMDX —— TransMedics

$CEG —— Constellation Energy

$RKLB —— Rocket Lab

If this helps you, I’d appreciate your follow.

[cameron brooks @CBrooksAlpha]

1 year. 12 stocks. 1 goal: $1 million.

Quantum
• $IONQ $34.78
• $QBTS $16.73
• $RGTI $14.11

Photonics
• $LITE $732.82
• $COHR $277.60
• $GLW $154.61

AI Connectivity
• $ANET $168.61
• $CRDO $202.68
• $AVGO $370.83

AI Applications
• $PLTR $132.38
• $SNOW $268.90
• $NOW $103.24

[cameron brooks @CBrooksAlpha]

Financial freedom changed how I invest.
I no longer need to chase every stock that moves. These are the opportunities I’m watching:
$AVGO —— Broadcom
$ANET —— Arista Networks
$HWM —— Howmet Aerospace
$RKLB —— Rocket Lab
$TMDX —— TransMedics
$CRDO —— Credo Technology
$CEG —— Constellation Energy
The opportunity matters. So does the risk you take to reach it.

[cameron brooks @CBrooksAlpha]

Some of the best growth stories are still being treated like side bets.
$TEM —— Tempus AI
$ZETA —— Zeta Global
$RDW —— Redwire
$LUNR —— Intuitive Machines
$ASTS —— AST SpaceMobile
$HOOD —— Robinhood
$CLS —— Celestica
I’m watching for confirmation before turning any story into a position.

[cameron brooks @CBrooksAlpha]

Some of the best 2026 opportunities may still be hiding in smaller technology companies:
$RMBS —— Rambus
$SITM —— SiTime
$AMBA —— Ambarella
$FORM —— FormFactor
$PI —— Impinj
$POWI —— Power Integrations
$SLAB —— Silicon Labs
The upside could be significant, but position size matters when volatility is this high.

[cameron brooks @CBrooksAlpha]

I’m 42 years old, financially free, and managing a $3.51 million portfolio.
These are the 7 stocks I trust for the next stage:
$PLTR —— Palantir
$APP —— AppLovin
$GEV —— GE Vernova
$CRWD —— CrowdStrike
$FTAI —— FTAI Aviation
$CAVA —— Cava
$IONQ —— IonQ
I’m aggressive with growth, but I never ignore the risks behind the upside.

[cameron brooks @CBrooksAlpha]

The market is still overlooking some of the most interesting small-cap technology opportunities:
$RMBS —— Rambus
$SITM —— SiTime
$AMBA —— Ambarella
$FORM —— FormFactor
$PI —— Impinj
$POWI —— Power Integrations
$SLAB —— Silicon Labs
The upside is real, but so is the volatility. Position size matters here.