$NVDA - NVIDIA rallied for a year and a half before memory stocks started rallying, benefiting from the advent of agentic AI and memory requirements in GPUs.
$AMZN - Amazon is experiencing a quiet robotics boom and will employ twice as many robots as humans this year, indicating significant automation progress.
$ROBOTICS - Factory automation has experienced a huge inflection, with companies like Fanuc showing strong growth in their earnings reports, indicating a quiet robotics boom occurring before humanoid robots reach consumer homes.
$ALTDATA - Private knowledge, secrets, and gossip that haven't been written down yet represent valuable data that AI models haven't scraped, making first-person reporting and tacit knowledge gathering more valuable than ever.
Bearish:
$DRAM - Memory/DRAM bottleneck will be widened as engineers are incentivized to fix it, with potential Chinese hardware innovation (DeepSeek moment for hardware) and alternative solutions like matching flash bandwidth to DRAM at 100x cheaper cost.