The Watchlist

The names I'm actually watching.

The full list, sorted by category and theme. None of this is a recommendation to buy, it's the universe I track and research. How I size and time positions lives in the guide.

36 names Sorted by category & theme ETFs · core · sectors · speculative

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All 36 names I track, sorted by category and theme with my notes on each. Drop your email to read it here and download the PDF, plus my investing guide PDF.

Free, no spam. Educational content, not financial advice.

ETFs

6 funds

The index plus targeted AI, quantum, memory, space, and Korea-chip exposure.

QQQ
Invesco Nasdaq-100

Top 100 non-financial Nasdaq names. The core US tech-growth ETF.

ARTY
iShares Future AI & Tech

Diversified basket of AI beneficiaries across hardware and software.

QTUM
Defiance Quantum

Quantum computing and machine-learning theme.

DRAM
Memory / AI infrastructure

The chips that hold the data AI runs on. Memory has been one of the cleanest AI tailwinds.

NASA
Space economy

Satellites, launch, defense space, the commercial space buildout.

FLKR
Franklin FTSE South Korea

Samsung, SK Hynix. Memory and AI-chip exposure outside the US.

Core compounders

8 names

The businesses with the deepest moats and most reliable compounding, profitable, dominant companies in growing industries. Hold them like real estate, not like trades.

NVDA
Nvidia
GOOGL
Alphabet
MSFT
Microsoft
AAPL
Apple
META
Meta Platforms
BRK-B
Berkshire Hathaway
PLTR
Palantir
RDDT
Reddit

Sectors & themes

7 themes

High-quality leaders grouped by theme, the picks-and-shovels behind AI, energy, and the buildout. Roughly three leaders per theme.

Energy & power

3 picks

AI data centers and electrification need enormous power. These names sell that power or the equipment that generates and delivers it.

CEG
Constellation Energy

Largest US nuclear operator. Signing direct AI deals, including the Three Mile Island restart with Microsoft.

VST
Vistra

Utility with major nuclear + gas exposure. The biggest single beneficiary of AI-power demand.

GEV
GE Vernova

Gas turbines, grid equipment, wind. Builds the actual generation capacity.

Photonics & optical

4 picks

AI moves staggering amounts of data inside and between data centers. Light through fiber, not copper, is how that happens at scale.

COHR
Coherent

Optical transceivers and lasers. Key supplier for AI interconnect.

LITE
Lumentum

800G and 1.6T transceiver leader for data-center connectivity.

GLW
Corning

Optical fiber and specialty glass. Also tied to the data-center cabling buildout.

AAOI
Applied Optoelectronics

Laser and transceiver maker ramping data-center optics. Smaller and more volatile than the leaders above, the higher-beta way to play the same interconnect trend.

Semiconductors

3 picks

The chips themselves and the companies that make them physically possible.

TSM
Taiwan Semiconductor

The foundry that manufactures chips for NVDA, AAPL, AMD. Picks-and-shovels for the entire industry.

ASML
ASML

Only company on Earth that makes EUV lithography machines. Every leading-edge fab needs them.

AVGO
Broadcom

Custom AI silicon for hyperscalers plus networking chips. The "AI ASIC" winner.

Memory

2 picks

AI is insatiable for high-bandwidth memory (HBM) and storage. Every GPU server needs more of it, one of the cleanest AI tailwinds in the chip stack.

MU
Micron Technology

US memory leader. The HBM build-out for Nvidia GPUs is rewriting the cycle, Micron is one of only three HBM suppliers globally.

SNDK
Sandisk

Pure-play NAND flash storage, recently spun off from Western Digital. Direct beneficiary of AI storage demand and a tightening NAND supply cycle.

AI infrastructure

4 picks

Everything around the chip, racks, cooling, AI servers, and the cloud providers renting GPU compute to AI companies.

NBIS
Nebius

AI cloud / GPU compute, vertically integrated. Sells the actual compute that AI companies run on.

VRT
Vertiv

Liquid cooling and power infrastructure for AI racks. Cooling is the new bottleneck.

SMCI
Super Micro Computer

The highest-purity AI server vendor in public markets, custom-builds liquid-cooled GPU racks for hyperscalers. Volatile (had an accounting reset in 2024) but the underlying demand is real.

DELL
Dell Technologies

The bigger, more diversified AI server play. Steadier counterpart to SMCI with enterprise + PC exposure on top.

Software

4 picks

High-margin recurring revenue businesses that benefit from AI without having to fund the buildout themselves.

NOW
ServiceNow

Enterprise workflow automation + AI agents.

CRWD
CrowdStrike

Cybersecurity SaaS leader. AI-native detection.

PANW
Palo Alto Networks

Cybersecurity platform consolidating the whole stack.

ZETA
Zeta Global

AI-driven marketing and data cloud. Growing fast and recently profitable, a higher-risk, higher-growth name vs. the steadier three above. Size it smaller.

Defense

3 picks

Record defense budgets + the shift to drone & AI warfare are reshaping who wins. The legacy primes are fine but slow, the modern drone & software names below are the better bets.

AVAV
AeroVironment

Drones and unmanned systems. How modern wars are actually being fought. Real revenue, real contracts.

ONDS
Ondas Holdings

Drone systems + private wireless networks for defense and industrial use. Smaller and more speculative, size it accordingly.

PLTR
Palantir

The defense AI software layer (Foundry, Gotham). The brain of modern military operations. Already in core compounders, counts as your defense exposure too.

Space

3 picks

Commercial space is finally turning into a real industry, direct-to-cell satellites, cheap launch, lunar landers. More speculative than the other sectors, so size them smaller (0.5–1.5% each).

ASTS
AST SpaceMobile

Direct-to-cellphone satellite network, your existing phone connects to space, no special hardware needed. Partnered with AT&T and Verizon. Pre-revenue but the constellation is being deployed.

RKLB
Rocket Lab

Electron rocket (second-most-launched US vehicle behind SpaceX) plus the Photon spacecraft platform. Building Neutron, a larger reusable rocket. Real revenue, real customers.

PL
Planet Labs

Operates the largest fleet of Earth-imaging satellites, selling daily geospatial data to governments, defense, and AI/analytics customers. Recurring-revenue model, a steadier way to own space than a pure launch play.

Speculative

16 names

Lottery tickets, micro-caps, pre-revenue companies, frontier tech. Each could 5–10x or go to zero. Spread across many, accept most will die, and let the survivors carry the basket.

IONQ
SMR
BBAI
SERV
OUST
BE
POET
NVTS
ALMU
AEHR
USAR
UAMY
AREC
SOFI
AMBA
VECO
A warning on speculative

These bets are fun, which is dangerous. Don't let them creep above ~15–20% of the portfolio. The headline ones (quantum, space, fusion) have the most narrative, which means they're often the most overhyped. Read the actual financials. The rule: "if it goes to zero tomorrow, do I shrug or panic?" If you'd panic, it's too big.

This is the list, what I watch and research. How I size positions, when I buy, and when I sell lives in the investing guide →