May. 16 at 3:18 PM
Top 5 growth portfolio
Not equal bets, each is a different infra layer.
$RKLB
Space logistics stack.
$2.2B backlog (+108% YoY). Launch pipeline already extending past 2025 capacity.
$AEHR
AI chip testing bottleneck play.
$51M backlog, 3.5x+ book-to-bill. Demand still outrunning supply.
$SOFI
Digital finance ecosystem. 14.7M members (+35% YoY),
$12B Q1 originations (+68% YoY). Flywheel still expanding.
$IONQ
Quantum computing bet.
$470M RPO (+554% YoY), 256-qubit milestone, U.S. manufacturing angle.
$ASTS
Direct-to-device satellite network.
$1.2B+ contracted revenue, FCC approved, 32 satellites in build.
5 infra themes: space, semis, fintech, quantum, connectivity.
Which one scales first?
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