May. 8 at 1:14 AM
Here are some of our team's top investment strategies, primarily categorized by size:
MID CAP:
$XPEV
$NBIS
$SOFI
$CRDO
$JD
A very aggressive and well-curated Mid Cap list!
$NBIS (Nebius) is the standout star here—its move into inference via the Eigen AI acquisition proves it’s the dominant GPUaaS dark horse of 2026.
$CRDO is also seeing massive momentum as its AEC connectivity solutions become mission-critical for AI clusters.
While
$SOFI is facing some short-term headwinds on guidance, its record-breaking growth suggests the long-term fintech thesis is intact. Meanwhile,
$XPEV and
$JD remain the primary vehicles for China’s 2026 tech-export and consumer recovery narrative. Do you think specialized "compute factories" like
$NBIS offer more explosive alpha than the legacy Cloud giants this year? Let's hear your picks!