Future spot trading layout will mainly focus on U.S. stocks The supercycle rotation of U.S. stocks is in full swing—let me break it down for you, babies **First wave main theme: Semiconductors** - **NVDA**, NVIDIA, the absolute core of AI GPUs. - **ARM**, foundational CPU architecture. - **AMD**, dual-core player with GPUs + CPUs. - **AVGO**, Broadcom, networking + ASIC chips. - **INTC**, Intel, catching up. **Second wave: Memory chip sector** - **MU**, Micron, key beneficiary of HBM. - **WDC**, Western Digital. - **STX**, Seagate. - **SNDK**, SanDisk. **Third wave: Optical modules and optical communication sector** - **NOK**, Nokia, communication equipment. - **LITE**, Lumentum, optical communication components. - **COHR**, Coherent, optoelectronic lasers. - **AAOI**, AOI, optical modules. - **GLW**, Corning, optical fibers. - **CIEN**, Ciena, optical networks. - **MRVL**, Marvell, data center interconnects. - **IREN**, AI computing power. - **CIFR**, Cipher Mining, mining + AI computing power. - **WULF**, Terawulf, energy + AI computing power. - **CORZ**, Core Scientific, AI infrastructure. - **NBIS**, Nebius, AI computing cloud. - **CRWV**, AI data centers. - **P**, Pinterest, AI applications. **Current hot trends—capital is aggressively pouring in** **Next likely breakout directions:** **01) Raw materials and rare earth sector** - **MP**, MP Materials, rare earths. - **USAR**, USA Rare Earth, rare earths. - **UUUU**, Energy Fuels, uranium and rare earths. - **FCX**, Freeport-McMoRan, copper mining. - **AA**, Alcoa, aluminum. AI data centers are power-hungry monsters, and raw materials + rare earths are supply bottlenecks. **02) Networking equipment sector** - **ANET**, Arista, data center switches. - **AVGO**, Broadcom. - **MRVL**, Marvell. - **CSCO**, Cisco. **03) Power, grid, and thermal management sector** - **VRT**, Vertiv, data center power and cooling. - **ETN**, Eaton, power management. - **GEV**, GE Vernova, power equipment. - **CEG**, Constellation Energy, nuclear power. - **SMR**, NuScale, small modular reactors. - **OKLO**, Oklo, nuclear power. AI data centers’ skyrocketing power demand makes nuclear power and grid equipment long-term plays. **04) Space and aerospace sector** - **ASTS**, AST SpaceMobile, satellite communications. - **RKLB**, Rocket Lab, commercial rockets. - **LUNR**, Intuitive Machines, lunar landers. - **PL**, Planet Labs. #StockMarket #Stocks #Investing