This is a post from me to you about the next wave in the market with the potential to dominate the entire market in 2026 and beyond:

AI Infrastructure / Data Centers
‎$WYFI - Bet on AI infrastructure for small businesses
‎$NBIS - AI cloud leader powered by NVIDIA
‎$IREN - AI data centers and computing infrastructure
‎$CIFR - From Bitcoin mining to AI/high-performance computing infrastructure
‎$KEEL - Digital infrastructure

Drones / Robotics / Defense
‎$ONDS - Air and ground defense leader
‎$OSS - Strong AI computing for defense

Space
‎$FLY - Pure play in launch systems and space
‎$SATL - Satellite data for Earth observation

Semiconductors
‎$PENG - AI foundry and high-performance computing infrastructure
‎$ALAB - Leader in AI data center connectivity
‎$GFS - American semiconductor foundry play
‎$AMBQ - Very low-power edge AI chips
‎$MRAM - Specialized memory
‎$VECO - Semiconductor equipment supplier

Photonics / Optics
‎$AAOI - Optical networks for AI data centers
‎$AXTI - Compound semiconductor substrate play
‎$LWLG - Next-generation electro-optic polymer platform

Quantum computing / Advanced computing
‎$IONQ - Trapped ion quantum computing leader
‎$INFQ - Quantum sensors and neutral atom computing

Energy
‎$TE - Domestic solar manufacturing growth play
‎$EOSE - Long-duration zinc battery storage
‎$AMPX - High-density silicon anode battery leader
‎$HYLN - Distributed energy / KARNO generator
‎$FCEL - Fuel cell power + data center power
$BTC $NAS100 $XTIUSD