A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP)
> Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS
> Neocloud / AI capacity - $BRUN, $NBIS, $CRWV
SWEET SPOT
> High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T)
> On-chip interconnect IP - $AIP
> Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR
> Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL)
> CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE
> Burn-in / test - $AEHR, $PDFS, $TRT
FRONTRUN (scale into H2 26)
> SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF
> Gallium / III-V feedstock - $VNP, AXTI
> 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR
> Grid / energy storage - $FLNC, $BE, $FCEL
> 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG
EARLY / WATCH ONLY
> Quantum - IONQ, $RGTI, $QBTS (lottery tickets)
> 6G buildout - $NOK, $ERIC, $KEYS, $AMPG
> Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A
> Photonic memory - pre-commercial, no investable pure-play. Tracking only