To The Moon

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

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

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

Now? The market's radiating energy into Nuclear — 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?

💡 My Take: This Isn’t Random — It's Thematic Capital Rotation

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

🔹 AI — Data centers, power demands, GPU scarcity. NVDA made trillion-dollar headlines, but $SMCI, $APLD, $NBIS are the fast-money vehicles.

🔹 Quantum — Still early, but growing legit. Nvidia's CEO said we're at an “inflection point” for QC. Retail flooded into $IONQ & $QBTS after.

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

📊 How I'm Playing It (Not Chasing. Rotating.)

✅ Core Positions (Hold):

• $NVDA/ $SMCI / $TSM — I treat these like "infrastructure anchors".

🌀 Rotational Trades (Swing):

• $APLD → Took partials on breakout

• $IONQ → Watching $7.80–$8 re-entry zone

• $OKLO → Trimmed into the Alaska news pop, reloading below $15

🧩 Next in Line? I'm watching:

• Biotech AI crossovers ($RXRX, $DNLI)

• Space + Defense names (e.g., $RKLB)

⚠️ Signals I Use to Catch Tops Before They Fade:

🔺 Spike in retail flow & social media hype

📺 High-profile media interviews / CNBC mentions

📉 IV crush or failed follow-through after earnings / contract news