AI & Robotics Infrastructure Plays
These companies are building the backbone for the next wave of AI, Robotics & Physical AI:
$NEBIUS(NBIS)$ – cloud compute for AI workloads
$Aurora Innovation(AUR)$ – robotics & automation engines
$APPLIED DIGITAL CORP(APLD)$ – critical data infrastructure
$CoreWeave, Inc.(CRWV)$ – GPU & AI compute scaling
$IREN Ltd(IREN)$ – energy & smart infrastructure
Positioning early in the backbone of the AI cycle can be explosive. I'm watching for dips and entry zones.
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