Jun. 26 at 10:09 PM
2026 & 2027 are the boom period for these companies: (Add them to your WATCHLIST)
11.
$GLXY
12.
$APLD
13.
$CIFR
14.
$CRWV
15.
$VECO
This group reflects the convergence of AI compute, digital infrastructure, and crypto-linked ecosystems.
GLXY and CIFR are key players in digital assets and compute infrastructure. APLD and CRWV represent the expansion of AI data centers and high-performance computing capacity. VECO sits within the semiconductor equipment chain, benefiting from advanced chips and AI-driven demand growth.
Overall, the market continues to strengthen the core narrative of “compute–power–infrastructure,” with capital flowing toward foundational capacity buildout.
If you break the AI cycle into infrastructure, compute, and applications, which layer are you most focused on?
