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Narrative-led baskets ranked by composite strength across RS, breadth, highs, and accumulation. Dollar-volume shifts are shown as context.
Picks-and-shovels of the AI build-out — compute, networking, optical, power conditioning.
Pure-play quantum names and adjacent fault-tolerance + photonics.
Incretin-class drugs and the next wave of obesity / metabolic therapeutics.
Generation, grid, transformers, cooling — the second-order beneficiaries of AI compute.
Public-equity expressions of bitcoin / crypto cycle — exchanges, miners, BTC treasuries.
Small modular reactors + uranium-fuel-cycle plays riding the AI-power demand thesis.
Modern-warfare drone, missile, and autonomy plays alongside incumbent primes.
Upstream uranium producers + developers riding the nuclear-renaissance commodity narrative.