WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Bullish:

$COREWEAVE - CoreWeave has seen significant valuation growth and high demand for its services, particularly in AI-related GPU capacity.
$UTILITIES - Utilities, especially those with nuclear assets, are seeing significant growth due to increased power demands from AI and data centers.
$SEMIS - High-bandwidth memory semiconductors are in extremely high demand, potentially even more than GPUs, due to AI development needs.
$LNG - Liquid natural gas is positioned as a viable alternative to power data centers, especially as hyperscalers aim for zero emissions by 2030.
$META - Meta's AI services have gained significant traction, with over 500 million daily users reported.
$D - Dominion Energy is identified as the utility benefiting from Google's new data center in South Carolina, suggesting potential growth.

Bearish:

$ADBE - Adobe is experiencing multiple compression and has fallen below its 200-day moving average, suggesting potential underperformance.