Positioning for an aggressive beta rotation into AI memory, photonics, and next-gen infrastructure. Some names are showing asymmetric setups after heavy consolidation; it's not the early discovery phase anymore, it's the execution phase now.
$SanDisk Corp.(SNDK)$ / KIOXIA - leverage on the memory cycle
$NEBIUS(NBIS)$ - AI infrastructure re-rating story
$Applied Optoelectronics(AAOI)$ - photonics momentum proxy
$Aehr Test(AEHR)$ - semiconductor equipment volatility squeeze
Smaller EU small caps are still on the radar:
IQE $Silver Verde May Mining Co., Inc.(SIVE)$ LPK - higher risk, lower liquidity, but can move fast on catalysts.
Not chasing, just stalking the breakout structure.
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