The market is not just a handful of AI/memory names.
There are many other sectors and stocks acting incredibly well that most investors are missing. The rally has broadened far beyond the obvious AI and memory trade.
Here are some of the key sectors and names to watch:
Biotech/Healthcare
$ERAS Erasca
$IBRX ImmunityBio
$ABCL AbCellera
$QURE uniQure
$HNGE Hinge Health
$BTSG BrightSpring
$OSCR Oscar Health
Cybersecurity
$CRWD Crowdstrike
$FTNT Fortinet
$NET Cloudflare
$OKTA Okta
$PANW Palo Alto Networks
Robotics/Autonomy
$OUST Ouster
$VPG Vishay Precision
$AMPG AmpliTech
$OSS One Stop Systems
Energy
$FCEL FuelCell Energy
$BE Bloom Energy
$HYLN Hyliion
$POWL Powell
$VICR Vicor
Space
$SATL Satellogic
$SPIR Spire Global
$VSAT Viasat
$ATEX Anterix
Software
$DOCN DigitalOcean
$DDOG Datadog
$APPS Digital Turbine
FinTech
$SEZL Sezzle
$VIRT Virtu
$SNEX StoneX
$PURR Hyperliquid Strategies
Industrials
$CRS Carpenter Technology
$UCTT Ultra Clean
E-commerce
$PTRN Pattern
Infrastructure
$CDNL Cardinal Infrastructure
$STRL Sterling Infrastructure
$AGX Argan
$TE — Strong Buy
$SOFI — Strong Buy
$IREN — Strong Buy / Discounted
$ASTS — Strong Buy /Discounted
$NOW — Long-Term Hold/Discounted
$AAOI — Strong Buy / Discounted
$AMPG — Speculative Strong Buy
$RKLB — Strong Buy / Discounted
$PLTR — Strong Buy /Discounted
$NBIS — Strong Buy
$ONDS — Strong Buy / Discounted
$RCAT — Strong Buy /Discounted
$AMD — Strong Buy
$NVDA — Strong Buy
$GOOGL — Strong Buy / Discounted
$AVGO — Strong Buy / Discounted
$MRVL — Strong Buy
$CRDO — Strong Buy
$OPEN — Strong Buy /Discounted
$TEM — Strong Buy
$EOSE — Strong Buy
$HIMS — Strong Buy
$OSCR — Buy
$CIFR — Strong Buy
$KEEL — Strong Buy
$HYLN — Strong Buy
$SIDU — Speculative Buy /Discounted
$RKOT — Speculative Buy
$KRKNF — Buy
$POWI — Strong Buy
$ASST—- Strong Buy / Runs With bitcoin:native
💫 My focus remains on AI, space, digital infrastructure, fintech, energy storage, and emerging technology. 💫
The market rewards patience. I’m not chasing green candles. I’m building positions on weakness, lowering my average cost, and letting time work in my favor.
** Do your own DD. Buy in tranches. Keep cash for pullbacks. Think in years, not days. You can still scalp and day trade which I do everyday markets open but you should focus on long term growth alongside. I take my profits from day trading and put them back in my long term holds to lower my DCA (Dollar Cost Average). ** 🥷