(Micron)
Surging on data center demand, particularly high-bandwidth memory for AI training and inference.  Already on your watchlist — the cycle is turning hard.
8.
(Rackspace Technology)
Up 165%+ in May alone on AI infrastructure partnership announcements  — one of the hottest neocloud/AI infra names this month. Small-cap, high-beta, fits your thesis.
9.
(Innodata)
Triple-digit gains in May on LLM data contracts  — riding the AI data pipeline wave. Pure-play AI data services at a fraction of the valuation of bigger names.
10.
(Broadcom)
Supplying custom silicon (ASICs) and networking silicon to hyperscalers  — increasingly the “picks and shovels” winner as big tech builds proprietary AI chips.
Theme of this market: AI infrastructure capex is the engine. Memory, power, custom silicon, and neoclouds are the high-beta expressions. Energy names like
