AI’S NEXT BOTTLENECK: MEMORY (2026)

If you missed $MU

Do not miss the rest of the memory run:

MEMORY INTERFACE / BANDWIDTH (SERDES, INTERCONNECT)
$AVGO $ALAB $CRDO

NAND / PERSISTENT STORAGE
$SNDK $WDC $STX

ENTERPRISE AI STORAGE (WHERE DATA LIVES)
$PSTG $NTAP $HPE

CONTROLLERS / DATA FLOW
$SIMO

SEMICAP / MEMORY MANUFACTURING (PICKS & SHOVELS) $LRCX $AMAT $KLAC $ASML $ONTO $ACLS

SIGNAL INTEGRITY / ANALOG (QUIET ENABLERS)
$ADI $MCHP $TXN $NXPI

HBM / DRAM / MEMORY CORE
$RMBS $SKYT

TOP 20 COMPANIES EXPECTED TO DOUBLE REVENUE IN 5 YEARS

AI Semiconductors & Infrastructure
$NVDA $AMD $ARM $AVGO $ALAB

AI Software, Data & Cybersecurity
$PLTR $NET $CRWD $DDOG

Fintech & Digital Financial Platforms
$AFRM $SOFI $NU $MELI

Frontier Technology
$ASTS $RKLB $IONQ $TSLA

Digital Platforms & Advertising
$RDDT $TTD $HIMS

IF YOU MISSED $RKLB AND $ASTS

Do not miss the year of Space
Here’s the full watchlist:

Orbital Launch
$RKLB $FLY $SPCE SpaceX

Satellite Operators
$AMZN $ASTS $IRDM $GSAT $VSAT $TSAT $SATS $SATL $PL $BKSY $SPIR

Space Infrastructure
$LUNR $VOYG $MNTS

Connectivity, Spectrum & Ground Systems
$TSAT $TRMB $VRT

Manufacturing & Supply
$LMT $NOC $RTX $BA $BWXT $LHX $TDY $HON $GE $ATRO $RDW $KULR $KTOS $SIDU $PLTR

HIGH CONVICTION EMERGING THEMES 2026

AI Compute & Data Centers
$CIFR $IREN $CLSK $WULF $HUT $VRT $SMCI $EQIX

Power, Grid & Nuclear
$CEG $VST $OKLO $SMR $FLNC $PWR

Semiconductors
$NVDA $AMD $AVGO $ARM $MU

Robotics & Automation
$TSLA $SYM $ROK $RR $SERV $PATH

Drones, Autonomy & eVTOL
$ONDS $JOBY $ACHR $PONY

Energy Storage & Materials
$LAC $SGML $PLL $LTHM

Space
$RKLB $ASTS $LUNR

Telehealth
$HIMS $OSCR $TDOC

Oil & Energy Security
$XOM $CVX $OXY

Fintech / Consumer Beta
$SOFI $AFRM $LMND $HOOD

AI PHASE 2 WATCHLIST 2026-2030

DATA CENTERS / AI INFRASTRUCTURE
$CIFR, $IREN, $CLSK, $WULF, $VRT, $SMCI, $DBRG, $EQIX

ENERGY / POWER GRID / NUCLEAR
$CEG, $VST, $OKLO, $SMR, $FLNC, $PWR

SEMICONDUCTORS
$NVDA, $AMD, $AVGO, $ASML, $TSM, $ARM, $MRVL, $GFS, $MU

DRONES / AUTONOMY / AUTONOMOUS SYSTEMS
$ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $LMT, $NOC, $RTX, $PLTR, $AMZN

ROBOTICS / AUTOMATION
$SYM, $TSLA, $PATH, $ROK, $ROBO, $SERV, $RR

BATTERY MATERIALS & ENERGY STORAGE
$LAC, $SGML, $PLL, $SLI, $LTHM

This cycle is defined by power, data movement and automation.

THE VENEZUELA WATCHLIST

Top 15 stocks poised to benefit directly from U.S takeover

Energy
$CVX - direct Venezuela oil exposure
$OXY - high-beta oil repricing
$XOM - global crude leverage

Defense / systems
$LMT - jets & weapons platforms
$RTX - missiles & air defense
$LHX - ISR & battlefield comms
$PKE - motion systems inside jets, drones, missiles

Growth: drones & autonomy
$AVAV - military drones & loitering munitions
$KTOS - autonomous defense systems
$ONDS - secure drone communications

Sensors / space / semis / data
$LPTH - infrared & thermal optics
$LASR - directed-energy & targeting lasers
$RKLB - launch + defense satellites
$TSEM - defense-grade specialty chips
$PLTR - AI battlefield intelligence

TOP 3 GROWTH STOCKS TO KNOW PER SECTOR (2026)

AI Infrastructure / Utility
$CRWV $NBIS $IREN
AI Chips
$NVDA $AMD $TSM
AI Networking
$AVGO $ALAB $MRVL
AI Cloud / Hyperscalers
$MSFT $AMZN $GOOGL
Power & Grid
$CEG $VST $EOSE
Nuclear
$OKLO $LEU $UUUU
Robotics & Automation
$TSLA $SYM $ISRG
Drones & Autonomous Defense
$AVAV $ONDS $DPRO
AI Data / Intelligence
$PLTR $SNOW $MDB
AI Security
$CRWD $PANW $ZS
Crypto / Financial Rails
$COIN $HOOD $BMNR
Space Economy
$RKLB $ASTS $PL
Quantum
$IONQ $RGTI $QBTS
Telehealth / Digital Health
$HIMS $OSCR $TDOC

ROBOTICS AND DRONES COMPLETE WATCHLIST 2026

Trump just signaled Robotics and Drones will prosper next year

Robotic Automations:
$ROK $ZBRA $CGNX $FANUY
Surgical Robot Arm & Surgical Robots:
$ISRG $SYK $MDT $PRCT $GMED
Defense Autonomy Platforms:
$AVAV $KTOS $LMT $NOC $RTX
AI Computation and Autonomy Software (The Brain) $NVDA $AMD $QCOM $PTC $PDYN $PLTR
Autonomous Logistics:
$AMZN $SYM $SERV $ATS
Robotics Industrial and Human-like:
$TSLA $TER $ABB $KUKAY
Precision Inspection Robots:
$FARO $OII $MTLS
Robots for Service and Commercial Uses:
$RR $MIMO

It's go time.

Crypto is being mapped almost everywhere. Crucially, mapped does not mean taxed, but it makes your choice of tax residency more important than ever.

Attached is the full list of countries with 0% tax on crypto.

Some context first: Between 2026–2027, centralized exchanges will begin collecting and reporting user data under the CARF framework: transactions, gains, and tax residency. From 2027–2028, this data will be automatically exchanged between tax authorities. Staying "invisible" while using regulated platforms will effectively become impossible.

Recently, there's been a renewed wave of FUD around the UAE, the EU, and other jurisdictions. This is cyclical and tends to resurface regularly.

To be clear: fully decentralized, non-custodial setups remain outside the reporting perimeter. If you control your private keys, there is no intermediary reporting on your behalf.

For everything else, it comes down to proper structuring and fiscal residency. This is absolutely still possible and, frankly, it should have been the approach from day one.

Below is the list of 0% crypto tax countries.

Some of these jurisdictions have conditions (HOLD 365 days, for example).

Others are structurally 0% on crypto.

🇺🇸🇩🇰 The United States and Denmark establish a working group to discuss "technical issues for acquiring Greenland".

Price: $700,000,000,000

We will take Greenland…..

#Uranium jumps to highest price since July 2024 📈📈

The remains of 32 Cuban bodyguards of Maduro, killed during a U.S. strike in Venezuela, were returned to Cuba today.

🇨🇺🇻🇪🇺🇸

THE ELECTRICITY VALUE CHAIN

• $CCJ uranium supply
• $CEG nuclear baseload
• $SMR modular nuclear reactors
• $OKLO micro-nuclear generation
• $EOSE zinc long-duration storage
• $GEV power conversion hardware
• $VRT power distribution & cooling
• $VST flexible generation & storage
• $TSLA utility-scale lithium storage
• $FSLR thin-film solar for hyperscale
• $NNE utility-scale renewable buildout
• $TLN North American renewable generation
• $BWXT nuclear components & specialty fuel

#AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program

Major milestone achieved as $ASTS is officially selected for the MDA SHIELD program Tranche 3 🛰️

This partnership integrates AST SpaceMobile into the US homeland defense architecture and opens significant long term contract optionality. Credibility and government validation are at an all time high.

The Golden Dome is here 🇺🇸📈