30 stocks I like and why! In 5 words or less... $AMD MI400 ramp is real $AXTI InP substrate chokepoint $BTC halving cycle still intact $CIFR AWS deal validates moat $DGXX Cerebras $2.5B anchor tenant $DRAM memory squeeze basket $GLD central banks keep buying $GOOGL TPU finally getting respect $IREN HPC pivot is working $KEEL defense small cap dark horse $MU HBM is the real bottleneck $NBIS cheapest neocloud per MW $NOW agentic AI revenue layer $NVDA still the king $NVTS GaN powering AI racks $OUST lidar eyes for robotics $PENG AI factory builder moat $PL NVIDIA named launch partner $QQQ new highs every month $RKLB space launch monopoly $SATL pixels become intelligence $SIDU satellite-as-a-service torque $SIVE silicon photonics speculation $SLNH behind the meter beast $SNDK NAND coming back hot $SPIR geospatial data goldmine $TSEM analog quietly compounding $UFO the entire space basket $WULF AI pivot off mining $WYFI IMO $CRWV at a fraction I added some SLNH this morning and will hold until earnings... NFA. A lot of these look great inside our indicator suite but that could change anytime... so keep paying attention if sitting on a lot of gains. Will keep updating!