https://exoswan.com/ Frontier technologies × public markets. Before the curves go vertical. en Tue, 01 Sep 2026 00:00:00 GMT https://exoswan.com/ai-infrastructure-stocks https://exoswan.com/ai-infrastructure-stocks The AI infrastructure stocks getting paid as hyperscaler capex heads past $1 trillion, sorted by layer: chips, memory, neoclouds, and power. Compute & AI https://exoswan.com/autonomous-vehicle-stocks https://exoswan.com/autonomous-vehicle-stocks Watchlist of autonomous vehicle stocks — robotaxi pure-plays, driverless truckers, and the sensor makers collecting tolls on all of them. Infrastructure https://exoswan.com/carbon-capture-stocks https://exoswan.com/carbon-capture-stocks Carbon capture stocks after the hype cycle: the storers who own the pipes and wells, the removers, the capturers, and who survived the pure-play wipeout. Energy https://exoswan.com/computer-vision-stocks https://exoswan.com/computer-vision-stocks Computer vision stocks are quietly posting record quarters while the humanoid hype hogs headlines. Here's who actually gets paid when machines learn to see. Compute & AI https://exoswan.com/edge-ai-stocks https://exoswan.com/edge-ai-stocks Edge AI stocks running AI on the device, not the cloud: pure-plays, platforms, toll booths, and the one risk (memory prices) that could sink them all. Compute & AI https://exoswan.com/energy-storage-stocks https://exoswan.com/energy-storage-stocks Energy storage stocks as grid batteries go gigawatt: integrators, cell makers, long-duration pure-plays, and the private names hyperscalers are courting. Energy https://exoswan.com/evtol-stocks https://exoswan.com/evtol-stocks eVTOL stocks ranked by who survives to certification: air taxis are flying in Dubai and Guangzhou, but slow paperwork and fast cash burn will decide who wins. Infrastructure https://exoswan.com/geothermal-energy-stocks https://exoswan.com/geothermal-energy-stocks Geothermal energy stocks went from zero pure-plays to a $10B IPO in one year. Here's who's public, who's still private, and what could break. Energy https://exoswan.com/graphene-stocks https://exoswan.com/graphene-stocks Graphene stocks after the shakeout: the bulk producers, product companies, and private bellwethers finally turning a lab curiosity into real revenue. Materials https://exoswan.com/green-hydrogen-stocks https://exoswan.com/green-hydrogen-stocks Green hydrogen stocks got crushed, then the orders showed up. Here's who's actually shipping electrolyzers and who's just burning cash. Energy https://exoswan.com/military-drone-stocks https://exoswan.com/military-drone-stocks The Pentagon wants $54B for autonomous warfare and a million cheap drones. Here are the military drone stocks (and private giants) positioned to win it. Space & Defense https://exoswan.com/molten-salt-reactor-stocks https://exoswan.com/molten-salt-reactor-stocks The molten salt reactor stocks worth tracking: one Nasdaq pure-play, the fuel and isotope suppliers behind it, and four private bellwethers eyeing IPOs. Nuclear https://exoswan.com/nanotechnology-stocks https://exoswan.com/nanotechnology-stocks Nanotechnology stocks are hiding in plain sight inside chip tools, graphene, spintronics, and cancer drugs. Here are eight names worth watching. Materials https://exoswan.com/neuromorphic-computing-stocks https://exoswan.com/neuromorphic-computing-stocks Neuromorphic computing stocks in one place: pure-plays, giants, suppliers, and the private bellwethers, plus what has to go right before any of them scale. Compute & AI https://exoswan.com/neurotech-stocks https://exoswan.com/neurotech-stocks The public neurotech stocks worth watching, plus the private bellwethers headed for IPO. Implants, incumbents, and the shovel-sellers. Bio & Health https://exoswan.com/nuclear-fusion-energy-stocks https://exoswan.com/nuclear-fusion-energy-stocks Nuclear fusion stocks finally exist. Here's which tickers are real, which one comes bundled with Truth Social, and which private giants matter most. Nuclear https://exoswan.com/perovskite-stocks https://exoswan.com/perovskite-stocks Perovskite stocks are moving from lab records to real factories. The tandem makers, thin-film plays, and private bellwethers to track right now. Energy https://exoswan.com/precision-medicine-stocks https://exoswan.com/precision-medicine-stocks The precision medicine stocks turning blood draws into diagnoses, tumor data into drug picks, and one-shot gene edits into cures. 11 names, 4 segments. Bio & Health https://exoswan.com/quantum-computing-stocks https://exoswan.com/quantum-computing-stocks Quantum computing stocks after Washington's $2B equity deal, Quantinuum's IPO, and a brutal selloff: who wins, who dilutes, and what to watch. Compute & AI https://exoswan.com/rare-earth-stocks https://exoswan.com/rare-earth-stocks Rare earth stocks as ex-China supply scales: the producers shipping now, the mine-to-magnet builders, the next wave, and the private magnet makers. Materials https://exoswan.com/photonics-stocks https://exoswan.com/photonics-stocks Silicon photonics stocks are replacing copper inside AI data centers. Here's who makes the lasers, switches, and chips, and who supplies the parts. Compute & AI https://exoswan.com/small-modular-reactor-stocks https://exoswan.com/small-modular-reactor-stocks Small modular reactor stocks are splitting into winners and roadkill. Here's who's actually pouring concrete — and who's still selling PowerPoints. Nuclear https://exoswan.com/smart-city-stocks https://exoswan.com/smart-city-stocks Smart city stocks are no longer about building utopias. Here's who actually gets paid to keep aging cities running: GovTech, grid retrofits, sensors. Infrastructure https://exoswan.com/solid-state-battery-stocks https://exoswan.com/solid-state-battery-stocks Solid-state battery stocks, sorted by who's building real factories versus slide decks: pure-plays, integrated giants, one key supplier, and the SPACs coming. Energy https://exoswan.com/space-technology-stocks https://exoswan.com/space-technology-stocks Space technology stocks after the SpaceX IPO, from launch to connectivity to in-space infrastructure, plus the private rockets you can't buy yet. Space & Defense https://exoswan.com/spatial-computing-stocks https://exoswan.com/spatial-computing-stocks Enterprise spatial computing stocks to watch: digital twin platforms, machine perception hardware, and the optics suppliers arming industrial AR. Compute & AI https://exoswan.com/titanium-stocks https://exoswan.com/titanium-stocks Titanium stocks as aerospace lead times stretch and Russian supply shrinks: the melters, sponge makers, and feedstock plays rebuilding Western supply. 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