The Stage of the Super Cycle


The first stage is semiconductors:
$Nvidia ($Arm ($Broadcom ($Intel (
Next, funds will rotate to the next layer:
Memory:
$Micron Technology (
Photonics / Optical Communication:
$Nokia ($Lumentum Holdings ($Coherent Corp. ($Applied Optoelectronics ($Mawell Technologies (
Currently, funds are flowing into:
Compute / AI Data Centers
$IREN ($Cipher Digital (
$Terawulf ($Core Scientific Inc. ($Nebius ($Coreweave ($Everpure (
Next step:
Materials / Rare Earths
$MP Materials ($SUSA Rare Earth ($Energy Fuels (
$Freeport-McMoRan Copper & Gold (
(
Network Equipment
$Arista Networks ($Broadcom (
$Mawell Technologies ($Cisco (
Power / Power Grid / Cooling
$Vertiv ($Eaton ($GE Vernova ($Constellation Energy (Power ($Oklo (
Space
$AST SpaceMobile ($Rocket Lab ($Intuitive Machines (
$Everpure ( L
Defense / Drones
$Kratos Defense & Security Solutions ($Ondas (
Robotics, Autonomous Vehicles
$Tesla ($Everpure ($Symbotic ($Serve Robotics (
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin