$RKLB โ Rocket Lab
The anti-SpaceX play. Public, profitable, and launching more frequently than any orbital rocket company besides SpaceX. A pure-play on the commercial space economy.
$PATH โ UiPath
Agentic AI automation for enterprises. As AI agents take over workflows, UiPath is the platform they run on. Still early โ but the TAM is measured in trillions of dollars of labor cost.
$AKAM โ Akamai Technologies
Expanding into cloud computing and AI security. Trades at a cheap valuation for a company with mission-critical infrastructure. A sleeper with serious upside.
$INOD โ Innodata
An AI data annotation and services company. The picks-and-shovels play on AI model training. Under the radar, but revenue is surging as AI companies need labeled data at scale.
$GOOGL โ Alphabet
Trading at the cheapest itโs been in years relative to earnings growth. Hedge funds see AI fears as overblown. YouTube + search + cloud + Waymo โ four assets most companies would kill for.
$TSM โ Taiwan Semiconductor
The most important company in tech that most people ignore. Every AI chip in the world is made by TSMC. Governments are desperate to keep it allied. An irreplaceable geopolitical asset.