Nasdaq-Only

Experimental account on eToro

[InvestmentGuru @InvestmentGuru_]

AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution

Tier 1 — Core Compounders

The foundation of AI infrastructure and the highest-conviction names powering the AI buildout.

$MU • $SNDK • $ARM • $MRVL • $AMD • $LRCX • $DELL • $WDC • $TER

Tier 2 — Photonics & Connectivity Backbone

The critical networking and optical layer connecting AI clusters at scale.

$ALAB • $AAOI • $NOK • $VIAV • $MXL • $FORM • $CRDO • $AXTI

Tier 3 — Power & Physical Buildout

AI needs electricity, transmission, cooling, and infrastructure before it can scale.

$BE • $FPS • $STRL • $POWL • $VICR • $UCTT • $FLNC • $OKLO

Tier 4 — NeoCloud & Compute Capacity

The emerging AI cloud providers and compute infrastructure operators.

$NBIS • $WULF • $DOCN • $CRWV • $WYFI • $CIFR • $IREN

Tier 5 — Speculative & Edge Upside

Higher-risk names with asymmetric upside tied to photonics, power efficiency, edge AI, and physical AI.

$POET • $AEHR • $AMBQ • $NVTS • $OUST • $AMBA • $SIVEF

The AI boom is no longer just about GPUs. The next phase of wealth creation is being driven by the companies building the entire AI ecosystem — memory, storage, networking, photonics, power, infrastructure, cloud capacity, and physical AI.

Key Themes I’m Watching Through 2030

✅ Memory & Storage
✅ Photonics & Optical Networking
✅ AI Connectivity & CXL
✅ Datacenter Power & Grid Infrastructure
✅ NeoCloud Expansion
✅ Physical AI & Robotics
✅ Semiconductor Equipment
✅ Edge AI & Low-Power Computing

Follow the money, not the headlines. The biggest winners of the AI cycle won’t all be GPU companies — they’ll be the businesses enabling AI to scale.

Not a financial advice

[Nasdaq-Only @prakrel]

@PepInvestStocks It's very hard to fathom how a very small company in Europe suddenly becomes a globally indispensable company!

[InvestmentGuru @InvestmentGuru_]

20 High-Conviction Stocks to Watch on a Major Pullback

$NVDA – chips / AI Hardware
$SOFI – Fintech / Digital Banking
$IONQ – Quantum Computing
$OKLO – Clean Energy / Nuclear Tech
$NBIS – NeoCloud
$IREN – Ai infrastructure
$PLTR – AI Software / Analytics
$ZETA – AI Software / Marketing Tech
$TSLA – Automotive / EV & Robotics
$RKLB – Aerospace / Space Robotics
$PATH – Robotics / Autonomous
$ONDS – Drones / defence
$QS – solid state battery
$GOOG – Cloud / Internet Services
$AMZN – Cloud / E-commerce
$META – Cloud / Social Media & AI
$CRWD – Cybersecurity / Security
$HIMS – Healthcare / Digital Health
$TE – Solar energy
$ASTS – Aerospace / Space Tech

All 20 are potential long-term buys when the market experiences a major pullback.

not a financial advice

[Steve Burns @SJosephBurns]

Hey @grok

What are the top 5 quality stocks trading near their 52-week lows right now?

[Nasdaq-Only @prakrel]

@InvestmentGuru_ Your account is one of the best I've discovered.
I just need to understand how to read your posts in terms of which stocks are in buy now zone, which are in hold zone and which are in the trim zone.
Also due to limited funds, sometimes it's difficult to make a shortlist.

[Larry Tentarelli, Blue Chip Daily @bluechipdaily]

$MU $SNDK $STX $WDC $EWY $DRAM

[Nasdaq-Only @prakrel]

@PepInvestStocks Are current levels a buy ?

[StockWhale @thestockwhale]

Goldman Sachs just announced they are "ALL-IN on rare earth."

If you want to become a billionaire, go all-in on rare earth right now - there is no tomorrow... you need to hurry.

Best rare-earth stocks you have to own:

1. USA Rare Earth $USAR
2. Critical Metals $CRML
3. Denison Mines $DNN
4. Energy Fuels $UUUU
5. MP Materials $MP
6. NioCorp $NB
7. TMC the metals company $TMC

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Value Investing Edge @StonkValue]

Top 2026 growth stocks with massive market opportunities -

1. $ONDS | $140 billion market opportunities

2. $AXTI | $90 billion compound semiconductor market opportunities

3. $LWLG | $100 billion optical transceiver market

4. $COHR | $50 billion photonics market

5. $CIFR | About $800 billion market opportunities

6. $AAOI | $55 billion data center transceiver market

7. $LMND | $700 billion insurance market

8. $IREN | About $1 trillion market opportunities

9. $NBIS | $300 billion AI infrastructure market

10. $AMPX | $200 billion advanced battery market

11. $TE | $1 trillion renewable energy market

12. $SATL | $40 billion Earth observation market

13. $PL | $50 billion Earth observation market

14. $RKLB | $1 trillion space economy

15. $OSS | $100 billion edge AI computing market

16. $FLY | $1 trillion space economy

17. $EOSE | $1 trillion grid-scale battery market

18. $BE | $2 trillion power generation market

19. $IONQ | $1 trillion quantum economy

20. $AEHR | $1 billion semiconductor test market

Bookmark this post for later!

[Nasdaq-Only @prakrel]

@lolipop123344 @JasonL_Capital Wait for Taco!

[Nasdaq-Only @prakrel]

@JasonL_Capital Very good list. Intend to add on pullbacks

[Jason Luongo @JasonL_Capital]

$NVDA just told you exactly where to invest your money.

They just poured $4 billion dollars into photonics.

Here are 10 of the most important photonics companies you need to be aware of:

1. $LITE - Lumentum (Lasers)

The laser source that powers photonics interconnects. NVIDIA just invested $2B with a multibillion-dollar purchase commitment for advanced laser components. Building a new 240,000 sq ft InP laser fab in North Carolina. Added to the S&P 500. When NVIDIA writes a $2B check to secure your supply, the market is telling you something.

[Nasdaq-Only @prakrel]

@InvestmentGuru_ I now have cash to deploy but with so many stocks having already taken off sharply, looks like ship has already sailed ☹️. Waiting for meaningful corrections.