Aug. 5 at 8:29 PM
I think the next few weeks could be critical for AI investors.
Here are 20 names I'm watching and why:
$RKLB — Space infrastructure
$SLNH — Behind-the-meter power
$SNDK — NAND recovery
$WULF — AI hosting growth
$WYFI — AI cloud exposure
The common themes remain the same:
Memory.
NeoClouds.
Photonics.
Power.
Robotics.
That's where I'm spending most of my research.
I'm not chasing headlines—I'm looking for where capital is likely to flow next.
NFA. Just sharing the setups I'm watching.
Follow my profile for more AI infrastructure research and long-term growth ideas.