The full cycle of the US stock AI super cycle rotation, let me walk you through it,

The current funds are no longer just speculating on AI, but following the industry chain, layer by layer downward.
The first wave was focused on chips,
The second wave on storage,
The third wave on optical communication,
Now aggressively targeting computing power and data centers.
Who’s next?
Let me walk you through it.
First main line: Semiconductors
NVDA, NVIDIA, the absolute core of AI GPUs.
ARM, the underlying CPU architecture.
AMD, a dual-core player with GPU and CPU.
AVGO, Broadcom, AI networking plus ASIC chips.
INTC, Intel, is catching up.
This wave marks the beginning of the AI revolution, with funds rushing in first.
Second wave: Storage chip sector
MU, Micron, benefiting from HBM.
WDC, Western Digital.
STX, Seagate.
SNDK, SanDisk.
Computing power surges, storage demand skyrockets.
HBM prices up 60%, capacity booked through 2028.
Third wave: Optical modules and optical communication sector
NOK, Nokia, communication equipment.
LITE, Lumentum, optical communication components.
COHR, Coherent, optoelectronic lasers.
AAOI, AOI, optical modules.
GLW, Corning, optical fiber.
CIEN, Ciena, optical networks.
MRVL, Marvell, data center interconnects.
Data centers need to transfer data, with explosive demand for 800G and 1.6T optical modules.
Currently, funds are heavily attacking: computing power and AI data centers.
IREN, AI computing power.
CIFR, Cipher Mining, mining transitioning to AI computing power.
WULF, Terawulf, energy plus AI computing power.
CORZ, Core Scientific, AI infrastructure.
NBIS, Nebius, AI computing cloud.
CRWV, AI data centers.
P, Pinterest, AI applications.
This is the hottest direction right now, with funds aggressively targeting it.
Next likely rotation and explosion directions:
01) Raw materials and rare earth sector
MP, MP Materials, rare earths.
USAR, USA Rare Earth, rare earths.
UUUU, Energy Fuels, uranium and rare earths.
FCX, Freeport-McMoRan, copper mines.
AA, Alcoa.
AI data centers are power-hungry monsters, and raw materials and rare earths are supply bottlenecks.
02) Network equipment sector
ANET, Arista, data center switches.
AVGO, Broadcom.
MRVL, Marvell.
CSCO, Cisco.
03) Power supply, power grid, and thermal management sector
VRT, Vertiv, data center power and cooling.
ETN, Eaton, power management.
GEV, GE Vernova, power equipment.
CEG, Constellation Energy, nuclear power.
SMR, NuScale, small modular reactors.
OKLO, Oklo, nuclear power.
Power demand in AI data centers surges, nuclear and grid equipment are long-term directions.
04) Space and aerospace sector
ASTS, AST SpaceMobile, satellite communications.
RKLB, Rocket Lab, commercial rockets.
LUNR, Intuitive Machines, lunar landers.
PL, Planet Labs, remote sensing satellites.
05) Defense industry and drones sector
KTOS, Kratos, drones and defense.
AVAV, AeroVironment, drones.
ONDS, Ondas, drone systems.
LMT, Lockheed Martin, defense giant.
06) Robotics and autonomous driving sector
TSLA, Tesla, autonomous driving, robots.
PATH, UiPath, RPA robotic process automation.
SYM, Symbotic, warehouse robots.
SERV, Serve Robotics, delivery robots.
The AI super cycle, the rhythm is very clear.
First wave: semiconductors, second wave: storage, third wave: optical communication, now funds are aggressively attacking computing power and data centers.
Next, raw materials, power grids, nuclear power, space, defense, and robotics—each sector rotates one after another.
Rotation doesn’t mean chasing every sector.
Rotation means positioning yourself early in the next direction, waiting for funds to lift it.
Those chasing the rise and falling are always the last to catch the bag.