FAVORITE 10 NAMES UNDER $10B
1. $ONDS drone connectivity layer
2. $CIFR landlord of the AI utility era
3. $JMIA scaling logistics across Africa
4. $LMND AI-native insurance platform
5. $DOCN AI inference cloud for builders
6. $CLPT navigation platform for neurosurgeons
7. $EOSE zinc storage built for nonstop compute
8. $NVTS powering AI data centers with GaN chips
9. $OKLO modular nuclear power for AI data centers
10. $TMDX expanding organ care with fleet & network effect
The AI Revolution isn’t a chip story. It’s a supply chain.
Compute: $NBIS $IREN $CIFR — the power + hosting backbone
Energy: $VST $CEG $CCJ — fueling the surge in AI demand
Grid / Storage: $EOSE $FLNC $NEE — stabilizing the new load
Robotics: $RR $PATH $SERV — automation in the real world
Space: $RKLB $ASTS — extending the network edge
How to trade it: Money flows in sequence.
Compute heats up → energy demand explodes → grid upgrades follow → automation scales → satellites unlock global reach.
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