Markets rotate. Hot sectors like memory chips and semiconductors recently outperformed Bitcoin. @cosmo_jiang explains that this rotation contributed to Bitcoin’s pullback late last year and early this year, driven by momentum investors chasing the hottest pockets. $Bitcoin is performing strongly again, and investors are remembering why digital assets remain one of the most compelling early-stage asset classes with tremendous growth potential, especially from current oversold levels. @CNBCClosingBell

. @leopoldasch's fund Situational Awareness just revealed he is long bitcoin miners & short semiconductors. The fund bought $CRWV $IREN $CLSK $KEEL $APLD $RIOT $BTDR and exited $HUT and $CIFR

Here are a bunch of the United States the full suite of 🇺🇸-listed AI chip and semiconductor ETFs: Semiconductors: $SMH VanEck $SOXX iShares $SOXQ Invesco PHLX $PSI Invesco Dynamic $XSD SPDR S&P $FTXL First Trust Nasdaq $CHPX Global X Compute $SMHX VanEck Fabless $DRAM Roundhill Memory Leveraged / Inverse: $SOXL Direxion Daily Semiconductor Bull 3X $SOXS Direxion Daily Semiconductor Bear 3X AI and Robotics: $AIS VistaShares AI Supercycle ETF $AGIX Krane Shares Artificial General Intelligence $BOTT Themes Humanoid Robotics ETF $AIQ Global X Artificial Intelligence and Technology $BOTZ Global X Robotics and Artificial Intelligence $WISE Themes Generative AI $CHAT Roundhill Generative AI $ROBT First Trust Nasdaq AI and Robotics $ROBO Robo Global Robotics and Automation Index $WTAI WisdomTree Artificial Intelligence and Innovation $IVES Dan Ives Wedbush AI Revolution $TCAI AI Infrastructure Disclosure: A couple of the ETF Providors on this are WOLF Financial Partners. This is just for informational purposes only

Why @ASPIsotopes $ASPI Is Poised to Lead the Global Isotope Market: Demand for enriched isotopes is soaring, powering breakthroughs in healthcare, semiconductors, and next-gen nuclear energy. $ASPI is meeting this challenge with commercial production of high-value isotopes like Ytterbium-176, Carbon-14, and Silicon-28: each supported by multi-year supply agreements. Their strategic partnerships with TerraPower and Necsa target the multibillion-dollar HALEU nuclear fuel market. Watch our brief overview: $ASPI $SMR $NNE $OKLO $UUUU $CEG $VST $CCJ $UEC $LEU $GEV $BEP

$NVDA CEO Jensen Huang said future computing may require “1,000x more energy” than the world currently has available as AI shifts toward continuous, real-time generative workloads. The AI buildout increasingly expands beyond semiconductors like $AVGO and $AMD into the power and grid infrastructure layer tied to names such as $CEG, $VST, and $FPS as electricity becomes one of the largest bottlenecks to scaling AI globally. Jensen also noted this may become the best opportunity in decades to accelerate investment into sustainable energy as market demand for compute continues exploding higher.

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST OFFICIALLY REJECTED NVIDIA CHIPS DESPITE U.S. APPROVAL! THE CHINESE GOVERNMENT PREFERS TO DEVELOP ITS OWN SEMICONDUCTORS RATHER THAN BUY FOREIGN SUPPLY. $NVDA STOCK IS DUMPING HARD ON THE NEWS, AND THE TRADE WAR CONTINUES...

10 trending stocks explained FAST: $ADEA. Patent licensing machine. They own 13,750+ patents across media and semiconductors, just inked multiyear deals with $AMD and $MSFT, and pulled $443M of 2025 revenue at 60% adjusted EBITDA margins. $AEVA. The only public 4D FMCW lidar company. While everyone else builds time-of-flight lidar that just sees distance, Aeva measures velocity per pixel using frequency modulation, which is the technology $AAPL validated through commercial deals. The patent fortress around FMCW is years deep. $BRUN. $940M of contracted customer revenue already on the books and $NVDA Exemplar Cloud status on Blackwell. $FCEL. Carbonate fuel cells, which is the technology that can deliver behind the meter power to AI data centers... without the grid interconnect queue. Tri-gen platform produces power, hydrogen, and water simultaneously. $KEEL. $533M of cash and equivalents, with three North American data center campuses in permitting. Clean balance sheet. $OUST. Their digital lidar architecture is the only one in the public market with real volume shipments into industrial automation, smart infrastructure, and robotics. Every humanoid and autonomous platform needs eyes and they sell the eyes. $PENG. The AI factory builder. Already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters, just got picked by Deepgram to architect their voice AI infrastructure, and has 25 years of HPC experience. $SLNH. Behind the meter renewable power. They own the Briscoe Wind Farm outright for direct power supply to their Dorothy campus, have 4.3 GW of total pipeline announced, and Dorothy 3 is the planned 300+ MW AI compute campus. $SUUN. Vertically integrated solar plus sustainable digital infrastructure developer. $VPG. They make the precision sensors, load cells, and strain gauges that go into every industrial robot and humanoid platform. Constantly updating my positions with indicator suite users!

Cerebras raised $5.55 billion in its US initial public offering, as the AI chipmaker seizes on the surging demand for semiconductors. Shares were priced to open 89% above their listing price. Here's what Cerebras CEO Andrew Feldman had to say about the company's IPO

Huge congrats to the @cerebras team! And to @vassallo & @ericvishria on demonstrating the work true venture should be. Seeing the opportunity, hell, even investing in semiconductors at all, was so contrarian in 2016 - let alone signing up for the decade-long journey to build it.