Capital Is Shifting Into New Growth Pockets

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02-14

There is always a bull market somewhere.

Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$

Foundries: $Taiwan Semiconductor Manufacturing(TSM)$ $SkyWater Technology, Inc.(SKYT)$

Substrates: $AXT Inc(AXTI)$

Chip Equipment: $Teradyne(TER)$ $Acm Research Inc.(ACMR)$ $Aehr Test(AEHR)$ $Ichor Holdings Ltd.(ICHR)$ $MACOM Technology Solutions Holdings, Inc.(MTSI)$

Data Centers: $Vertiv Holdings LLC(VRT)$

Cloud: $Fastly, Inc.(FSLY)$ $DigitalOcean Holdings, Inc.(DOCN)$

Electronics: $Powell(POWL)$ $Comfort Systems USA(FIX)$ $Vicor(VICR)$

HPC: $APPLIED DIGITAL CORP(APLD)$ $TeraWulf Inc.(WULF)$ $New Era Helium Inc(NUAI)$

Energy: $Bloom Energy Corp(BE)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Nextpower(NXT)$

Materials: $Solstice Advanced Materials Inc(SOLS)$ $CPS Technologies Corp(CPSH)$ $Clearwater Paper(CLW)$

Networking: $Lumentum(LITE)$ $Viavi Solutions(VIAV)$

Rare Earths: $CRITICAL METALS CORPORATION(CRML)$ $USA Rare Earth Inc.(USAR)$

Critical Minerals: $United States Antimony(UAMY)$ $Energy Fuels(UUUU)$

Drones: $Red Cat Holdings Inc.(RCAT)$

Space: $Satellogic(SATL)$ $Rocket Lab USA, Inc.(RKLB)$ $Viasat(VSAT)$

Aerospace: $FTAI AVIATION LTD(FTAI)$

Biotech: $Erasca, Inc.(ERAS)$ $Phibro Animal Health(PAHC)$

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