👀7 sectors and 27 stocks to add to your watchlist:

Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET

Space: $ASTS, $RKLB, $PL, $SATL, $RDW

Data Center: $IREN, $CIFR, $NUAI, $WULF

Solar and energy: $ENPH, $TE, $EOSE, $FLNC

AI/Cloud: $ZETA, $NBIS, $AMZN

Rare Earth: $UAMY, $UUUU, $USAR

Defense: $ONDS, $KRKNF, $OSS

Save this list. Come back when needed.

Note: This is not financial advice.

👀PRE-MARKET ACTIONS:

🟢 $TE +2.17%
🟢 $PL +1.35%
🟢 $IBRX +0.17%
🟢 $OSS +1.45%
🟢 $RDW +2.75%
🟢 $SATL +0.00%
🟢 $IBRX -0.61%
🟢 $IREN +0.34%
🟢 $CIFR +0.38%
🟢 $NBIS +1.02%
🟢 $WULF +0.37%
🟢 $ZETA +1.18%
🟢 $NUAI +2.93%
🟢 $RKLB +1.93%
🟢 $ASTS +0.63%
🟢 $ONDS +2.99%

MAG7:
🟢 $TSLA +0.58%
🟢 $NVDA +1.85%
🟢 $META +0.24%
🟢 $GOOG +0.49%
🟢 $AMZN +1.53%
🟢 $MSFT +0.56%
🟢 $AAPL +0.38%

Overall Status: 🟢

I recently added $RR, $RDW and $SATL to my watchlist.

$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.

My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC
$NUAI
$EOSE
$ZETA
$OPTX
$PGY
$RKLB
$PL

You can’t win them all. At this moment in mostly interested in entering robotics and space.

👀 Most mentioned asymmetric investments at the moment:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

B2C SaaS Provider:
$SOFI
$HIMS
$OPEN

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF
$VOYG

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

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

🔖 Bookmark this!

Simple way to start of your research:

1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analyze fundamentals.

Trending sectors with bottlenecks, tailwinds and great opportunities with asymmetric upside:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

I’ve been asked a lot lately what I’m looking at right now.

So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.

My goal for this portfolio is to convert $2,000 to $100,000 as fast as possible.

First entry $ASTI, stop loss hit at -5%.

Switched to $IBRX. Now up 50%.

Portfolio runs 1-3 high-conviction positions max. Strict stop loss. Fast profit taking on upside.

Early stage focus: 2X repeatedly and quickly.

Holdings right now:
$IBRX

Current Watchlist:
$BURU
$NUAI
$UMAC
$LASR
$ASTI
$RDW
$SATL
$VOYG
$AUR
$POET
$MBLY
$KOPN
$LPTH
$HIMS
$PATH
$OPEN
$RKLB
$PL
$RR

Hope you can use the list somehow.

Note. Not financial advice.