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  すなっちゃん@2人組の投資家

  2026-05-27 17:31:42

  Top 5 Themes with Momentum at Current Market Prices: Memory $SNDK $MU $STX $WDC Fiber Optics $AXTI $AAOI $LITE $COHR $GLW $TSEM $VIAV $CIEN Space $RKLB $LUNR $FLY $PL $SIDU $ASTS $BKSY Alternative Energy/Power $BE $FCEL $FLNC $GEV $BLDP $TE $SEI $GNRC $POWL $PWR

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• 
  Serenity

  2025-10-29 13:03:08

  Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. Buckets Mag7 contracts: $CRWV, $NBIS , $WULF, $CIFR With compute: $IREN , $BITF Speculative: $WYFI, $GRRR , $SLNH Miners pivoting to x.com/aleabitoreddit…

  

  

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