Jun. 26 at 10:00 PM
2026 & 2027 are the boom period for these companies: (Add them to your WATCHLIST)
6.
$TE
7.
$USAR
8.
$USAS
9.
$BTDR
10.
$CORZ
This group mainly focuses on three themes: energy, power infrastructure, and crypto-driven compute.
TE and USAR represent the energy and electrification upgrade cycle, benefiting from rising AI and industrial power demand. USAS adds exposure to resource and precious metal cyclicality. BTDR reflects the transformation of Bitcoin miners into AI compute/data center operators. CORZ is positioned as a key player in data center and HPC infrastructure.
The market narrative is shifting from “AI applications” to the entire upstream supply chain—power, mining, and compute capacity are all being repriced.
The key question is whether these names are cyclical rebounds or long-term structural winners.
Which theme do you lean toward more: energy & power infrastructure, or AI compute & data centers?
