Most people are still buying yesterday's stocks while the next decade is being built right in front of them. This is my personal watchlist!
AI, quantum computing, and space are infrastructure shifts. The kind that made $NVDA a $3T company. The kind that made early Amazon holders generational wealth.
Here's what I'm watching and why 👇
⚡ AI INFRASTRUCTURE
Every hyperscaler on earth is in a race to build AI data centers. The bottleneck isn't intelligence it's POWER and CHIPS.
$MRVL — Custom AI chips, 18 hyperscaler design wins, NVDA just invested $2B into them. Growing 42% YoY to $8.2B revenue. This is the next chip giant being built in real time.
$IREN — Owns 4.5GW of secured power. Just energized 1.4GW in Texas. Microsoft deal. And NVIDIA just signed a $3.4B cloud deal with them + the option to take a $2.1B stake. The power IS the moat.
$VRT — Every AI data center needs cooling & power management. Up 270% in a year. $13.75B revenue guided for 2026. You don't need to pick the winning chip you just need the picks and shovels.
$CRWV — $66.8B backlog. OpenAI + Meta deals worth $46B+. The cloud is being rebuilt for AI and CoreWeave is laying the foundation.
☢️ NUCLEAR
AI needs power. A LOT of it. Nuclear is the only energy source that can deliver reliable, carbon-free gigawatts at scale.
$VST — Already cash flowing. Meta just signed a 20-year PPA with them. Second largest competitive nuclear fleet in the U.S. This is nuclear money NOW, not later.
$OKLO — Pre-revenue but NRC just approved their reactor design. Meta deal for 1.2GW by 2030. Earnings Monday. Watch closely. 👀
⚛️ QUANTUM COMPUTING
I'll be honest this is a decade play. Don't bet the farm. But don't ignore it either.
$GOOGL — The smart money's quantum pick. Willow chip making real breakthroughs. Profitable business behind it. This is how you get quantum exposure without the lottery ticket risk.
$IONQ — Largest pure-play. Real revenue. Available on AWS, Azure & Google Cloud. Still speculative but the most credible of the pure-plays.
🛰️ SPACE
This is the one most people are sleeping on the hardest.
$LUNR — NASA. Boeing. Northrop Grumman. L3Harris. Blue Origin. DOD contracts. $3.2B backlog. Guiding to $1B revenue in 2026. Building the infrastructure for humans to work on the Moon and now expanding into national security space. Earnings May 14. 👀
$RKLB — Just ran 25%+ today on earnings. $805M defense contract. Selected for the $46B EWAAC contract. The SpaceX of the public markets.
$ASTS — Satellite connectivity with AT&T, Verizon & Vodafone locked in. Earnings Sunday. Options pricing in a 20% swing. High risk, high ceiling.
The theme across ALL of these?
They're not moonshots. They're infrastructure. The world NEEDS what these companies are building AI needs chips, chips need power, power needs nuclear, and all of it eventually goes to space.
Do your own research. Size your positions with risk in mind. But if you're still only in legacy stocks while this is happening that's worth thinking about.
AI, quantum computing, and space are infrastructure shifts. The kind that made $NVDA a $3T company. The kind that made early Amazon holders generational wealth.
Here's what I'm watching and why 👇
⚡ AI INFRASTRUCTURE
Every hyperscaler on earth is in a race to build AI data centers. The bottleneck isn't intelligence it's POWER and CHIPS.
$MRVL — Custom AI chips, 18 hyperscaler design wins, NVDA just invested $2B into them. Growing 42% YoY to $8.2B revenue. This is the next chip giant being built in real time.
$IREN — Owns 4.5GW of secured power. Just energized 1.4GW in Texas. Microsoft deal. And NVIDIA just signed a $3.4B cloud deal with them + the option to take a $2.1B stake. The power IS the moat.
$VRT — Every AI data center needs cooling & power management. Up 270% in a year. $13.75B revenue guided for 2026. You don't need to pick the winning chip you just need the picks and shovels.
$CRWV — $66.8B backlog. OpenAI + Meta deals worth $46B+. The cloud is being rebuilt for AI and CoreWeave is laying the foundation.
☢️ NUCLEAR
AI needs power. A LOT of it. Nuclear is the only energy source that can deliver reliable, carbon-free gigawatts at scale.
$VST — Already cash flowing. Meta just signed a 20-year PPA with them. Second largest competitive nuclear fleet in the U.S. This is nuclear money NOW, not later.
$OKLO — Pre-revenue but NRC just approved their reactor design. Meta deal for 1.2GW by 2030. Earnings Monday. Watch closely. 👀
⚛️ QUANTUM COMPUTING
I'll be honest this is a decade play. Don't bet the farm. But don't ignore it either.
$GOOGL — The smart money's quantum pick. Willow chip making real breakthroughs. Profitable business behind it. This is how you get quantum exposure without the lottery ticket risk.
$IONQ — Largest pure-play. Real revenue. Available on AWS, Azure & Google Cloud. Still speculative but the most credible of the pure-plays.
🛰️ SPACE
This is the one most people are sleeping on the hardest.
$LUNR — NASA. Boeing. Northrop Grumman. L3Harris. Blue Origin. DOD contracts. $3.2B backlog. Guiding to $1B revenue in 2026. Building the infrastructure for humans to work on the Moon and now expanding into national security space. Earnings May 14. 👀
$RKLB — Just ran 25%+ today on earnings. $805M defense contract. Selected for the $46B EWAAC contract. The SpaceX of the public markets.
$ASTS — Satellite connectivity with AT&T, Verizon & Vodafone locked in. Earnings Sunday. Options pricing in a 20% swing. High risk, high ceiling.
The theme across ALL of these?
They're not moonshots. They're infrastructure. The world NEEDS what these companies are building AI needs chips, chips need power, power needs nuclear, and all of it eventually goes to space.
Do your own research. Size your positions with risk in mind. But if you're still only in legacy stocks while this is happening that's worth thinking about.
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