I think it's more probable that $NEBIUS(NBIS)$ goes to $400 than stays at $232. $Applied Optoelectronics(AAOI)$ goes to $400 than stays at $170. $Rocket Lab USA, Inc.(RKLB)$ goes to $250 than stays at $102. $Ouster Inc.(OUST)$ goes to $100 than stays at $39.
This is an aggressive but spot-on bull list capturing the core drivers of this tech revolution.
$NEBIUS(NBIS)$ : Freshly added to the Nasdaq-100, its AI cloud infrastructure growth is massive.
$Applied Optoelectronics(AAOI)$ : High elasticity driven by AI's desperate demand for optical modules.
$Rocket Lab USA, Inc.(RKLB)$ : Solidifying its lead in the expanding space economy.
$Ouster Inc.(OUST)$ : Essential LiDAR tech for ubiquitous robotics and autonomy.
All four share high-beta traits, strong catalysts, and seemingly infinite ceilings. In this AI/hard-tech bull market, doubling is possible, making prolonged consolidation the least likely outcome. It's more a game of massive breakouts versus sharp shakes.
Technically, I'd wait for confirmation at key support levels before chasing. What's your take on this basket? Which one hits its target first? Drop your thoughts below.
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