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06-12

πŸš€ From AI to Quantum to Nuclear: Is This the New Meme Sector Meta?

πŸ”₯ Just a few weeks ago, everyone was chasing AI infrastructure names like CoreWeave-linked $APLD

Then came the Quantum pop β€” $IONQ, $RGTI, $QBTS all rocketed on the back of bullish headlines.

Now? The market's radiating energy into Nuclear β€” thanks to startups like $OKLO, which just landed a deal with the U.S. Air Force in Alaska.

🧠 So what’s going on here? Is this just the meme crowd rotating for fun… or are we seeing a new kind of alpha strategy emerge?

πŸ’‘ My Take: This Isn’t Random β€” It's Thematic Capital Rotation

This isn't the GME/AMC era anymore. Today's market moves fast β€” but the underlying stories are real:

πŸ”Ή AI β€” Data centers, power demands, GPU scarcity. NVDA made trillion-dollar headlines, but $SMCI, $APLD, $NBIS are the fast-money vehicles.

πŸ”Ή Quantum β€” Still early, but growing legit. Nvidia's CEO said we're at an β€œinflection point” for QC. Retail flooded into $IONQ & $QBTS after.

πŸ”Ή Nuclear β€” Policy + Energy Crisis + Green Mandates = New Cycle. $OKLO might be early, but the macro story is here to stay. Watch $BWXT, $SMR.

πŸ“Š How I'm Playing It (Not Chasing. Rotating.)

βœ… Core Positions (Hold):

β€’ $NVDA/ $SMCI / $TSM β€” I treat these like "infrastructure anchors".

πŸŒ€ Rotational Trades (Swing):

β€’ $APLD β†’ Took partials on breakout

β€’ $IONQ β†’ Watching $7.80–$8 re-entry zone

β€’ $OKLO β†’ Trimmed into the Alaska news pop, reloading below $15

🧩 Next in Line? I'm watching:

β€’ Biotech AI crossovers ($RXRX, $DNLI)

β€’ Space + Defense names (e.g., $RKLB)

⚠️ Signals I Use to Catch Tops Before They Fade:

πŸ”Ί Spike in retail flow & social media hype

πŸ“Ί High-profile media interviews / CNBC mentions

πŸ“‰ IV crush or failed follow-through after earnings / contract news

AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?
Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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