RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

The hyperscalers aren’t cutting AI capex.

$660-700B committed for 2026. Contracts signed. Fabs running.

Here’s where that money flows:

Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $SKX
Neoclouds: $IREN, $NBIS, $CIFR
Equipment: $AMAT, $LRCX, $KLAC
Power: $CEG, $VST, $ETN
Cooling: $VRT,
Networking: $ANET, $LITE, $AAOI

The Iran war slows sentiment, but it doesn’t slow AI buildouts.

Save this for later.

-BP

Please note, this is not financial advice.

"Drones, Space, and Defense are leading markets leading markets higher."

WRONG! Industrials are... Avg YTD: +13.7%
1. $FDX | YTD: +26.0% | 1M: +19.5%
2. $DE | YTD: +24.9% | 1M: +16.4%
3. $HON | YTD: +21.7% | 1M: +16.1%
4. $CAT | YTD: +21.4% | 1M: +19.4%
5. $GWW | YTD: +19.3% | 1M: +15.9%
6. $FAST | YTD: +18.0% | 1M: +14.2%
7. $ITW | YTD: +17.7% | 1M: +15.7%
8. $UPS | YTD: +16.2% | 1M: +9.7%
9. $EMR | YTD: +15.9% | 1M: +9.4%
10. $ETN | YTD: +14.2% | 1M: +16.6%

Have you been riding this wave?
http://valuesnapshot.io

參議員約翰·希肯盧珀於1月14日購入了價值約10萬美元的伊頓公司(Eaton Corp)股票 #ETN

希肯盧珀參議員是參議院能源委員會成員。
幾天前，伊頓從多家信貸機構獲得了高達80億美元的擴張資金。
今天伊頓股價創下歷史新高。

Nancy Pelosi Stock Tracker ♟: Well isn't this convenient...

Sen. John Hickenlooper bought ~$100k of Eaton Corp $ETN on Jan 14th

Eaton is an electrical equipment manufacturer

Sen. Hickenlooper sits on the Senate Committee on Energy

A few days ago Eaton secured up to $8B in funding for expansion from

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

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