Thematic Investing Cheat Sheet: AI, Chips, Energy & Next-Gen Tech

Here’s a simple investing cheat sheet:

• AI: $Alphabet(GOOGL)$

• chips: $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $SkyWater Technology, Inc.(SKYT)$

• space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$

• crypto: $Figure Technology Solutions(FIGR)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$

• energy: $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$

• drones: $Ondas Holdings Inc.(ONDS)$ $Unusual Machines Inc(UMAC)$ $Red Cat Holdings Inc.(RCAT)$

• nuclear: $Centrus(LEU)$ $BWX Technologies Inc(BWXT)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$

• defense: $Kratos Defense & Security Solutions(KTOS)$ $AeroVironment(AVAV)$ $Amentum Holdings, Inc.(AMTM)$

• robotics: $Serve Robotics Inc.(SERV)$ $Amazon.com(AMZN)$

• batteries: $T1 ENERGY INC(TE)$ $Eos Energy Enterprises Inc.(EOSE)$ $Electrovaya Inc.(ELVA)$ $Fluence Energy, Inc.(FLNC)$

• quantum: $D-Wave Quantum Inc.(QBTS)$ $IONQ Inc.(IONQ)$ $Rigetti Computing(RGTI)$

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Other helpful links:

• healthcare: $GH $GRAL $MIRM

• rare earths: $CRML $TMC $IDR

• manufacturing: $MTZ $AGX $POWL

• critical minerals: $TMQ $UUUU $UAMY

• self-driving cars: $TSLA $AEVA

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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  • YueShan
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