May. 17 at 4:24 PM
Our team closed over 3,000 deals in the first quarter, with the biggest winners concentrated in the semiconductor, AI infrastructure, and power sectors.
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$BE: +117%
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$AMD: +111%
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$STX: +110%
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$LUNR: +102%
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$DDOG: +69%
An absolute blowout Q1! This list perfectly attacks the core bottlenecks of the AI infrastructure boom.
$BE is soaring on its massive 2.8GW fuel cell deal to power AI datacenters, while
$STX is riding a massive wave for high-capacity enterprise storage. Combined with AI compute powerhouse
$AMD and lunar logistics leader
$LUNR, this portfolio has insane alpha.
We're seeing a massive structural repricing here. If you could only holding ONE of these monsters for the rest of 2026, which ticker gets your vote? Let’s talk below!