Memory and optical are the two main sectors driving performance this year. The reason behind this is the AI bottleneck.
So what’s the next bottleneck?
Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%
So what’s the next bottleneck?
Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%
Show More
盧比奧:“關鍵礦物對我們日常使用的設備至關重要。我們的目標是建立一個安全、持久且價格合理的全球市場,讓每個國家都能負擔得起。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
轉貼文章
來自https://x.com/stocksavvyshay/status/2022696338627145797?s=46
以下是2026年表現最佳的15家公司:
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%
Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%
來自https://x.com/stocksavvyshay/status/2022696338627145797?s=46
以下是2026年表現最佳的15家公司:
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%
Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%
Show More
#MP #UUUU #UAMY #USAR #LAC #CRML | 財政部長斯科特·貝森特:“如果一個國家無法控制其關鍵礦產、鋼鐵生產和工業基礎,那麼這個國家就沒有主權。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
前几天路透社一则fake news,搞崩了矿产和稀土股票
彭博社最新的消息,美国和欧洲盟友会在下周华盛顿开会,讨论稀土和关键矿产的定价规则,来保护原材料产业链。
也许下周会反弹? $USAR $CRML $UAMY
矿产股最近的波动很大,但中美脱钩的大背景下,长期的叙事不变,拭目以待下周的市场表现
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。
之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。
彭博社最新的消息,美国和欧洲盟友会在下周华盛顿开会,讨论稀土和关键矿产的定价规则,来保护原材料产业链。
也许下周会反弹? $USAR $CRML $UAMY
矿产股最近的波动很大,但中美脱钩的大背景下,长期的叙事不变,拭目以待下周的市场表现
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。
之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。
没想到,路透社也是 fake news
这篇文章被重写,“最低采购价格”依然成立,只不过美国联邦政府会使用 Section 232 的途径,并可能更有针对性
这下看看股价能不能反弹了
$CRML $USAR $TMC $UUUU ...
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。
之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。
这篇文章被重写,“最低采购价格”依然成立,只不过美国联邦政府会使用 Section 232 的途径,并可能更有针对性
这下看看股价能不能反弹了
$CRML $USAR $TMC $UUUU ...
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。
之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。
High Beta Stocks That Could 10X or More:
1. $ABAT — Battery recycling/tech
2. $ADUR — Chemical recycling
3. $ALEC — Neuro biotech
4. $AMPX — Silicon anode batteries
5. $CRML — Rare earths mining
6. $GRRR — AI video/security
7. $LTRX — Drones/warfare connectivity
8. $LUNR — Lunar exploration
9. $OII — Offshore robotics
10. $ONDS — Drone/wireless tech
11. $PGY — AI fintech lending
1. $ABAT — Battery recycling/tech
2. $ADUR — Chemical recycling
3. $ALEC — Neuro biotech
4. $AMPX — Silicon anode batteries
5. $CRML — Rare earths mining
6. $GRRR — AI video/security
7. $LTRX — Drones/warfare connectivity
8. $LUNR — Lunar exploration
9. $OII — Offshore robotics
10. $ONDS — Drone/wireless tech
11. $PGY — AI fintech lending
Show More
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
RT TacticzHazel
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
$TMRC 🎯
RonnieV: 🚨 TRUMP JUST DROPPED A $1.6 BILLION BOMB ON RARE EARTHS
US Gov → 10% stake in $USAR + warrants
Already happened:
- $MP → DoD equity
- $LAC → 5% gov stake
Next in line? 👀
- $CRML (Greenland beast)
- $NB (lobbying juice)
- $TMRC (Texas heavy REEs)
RonnieV: 🚨 TRUMP JUST DROPPED A $1.6 BILLION BOMB ON RARE EARTHS
US Gov → 10% stake in $USAR + warrants
Already happened:
- $MP → DoD equity
- $LAC → 5% gov stake
Next in line? 👀
- $CRML (Greenland beast)
- $NB (lobbying juice)
- $TMRC (Texas heavy REEs)
2 more high-conviction themes to CRUSH the rest of 2026:
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
Show More