Compute & AI
Advanced packaging
The AI chip shortage moved to the back end. These advanced packaging stocks own the capacity, tools and materials that decide how many AI chips ship in 2027.
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40 watchlistsCompute & AI
AI inference
AI answers keep getting cheaper while the bill for serving them keeps growing. These AI inference stocks show who keeps the margin as tokens turn into a commodity.
Compute & AI
AI infrastructure
The AI buildout used to run on profits. Now it runs on borrowed money. These AI infrastructure stocks show who gets paid first, and who's on the hook.
Space & Defense
Anti-drone
Shooting $50,000 drones with million-dollar missiles doesn't scale. These anti-drone stocks are racing to make every kill cheaper.
Infrastructure
Autonomous vehicle
Self-driving works. The race now is who can build cheap robotaxis fastest without losing the public's trust. These autonomous vehicle stocks are running it.
Energy
Carbon capture
Pulling CO₂ out of the sky is stalling. Burying it from smokestacks is paying. These carbon capture stocks own the pipes, the holes and the tax credits.
Compute & AI
Computer vision
General-purpose AI is making machine sight cheap. These computer vision stocks are sorted by what still costs money when seeing doesn't.
Compute & AI
Data center cooling
Nvidia said its next chips wouldn't need chillers. The order books say otherwise. These data center cooling stocks get paid at every step between the chip and the sky.
Materials
Deep sea mining
The U.S. is about to issue the first permit to mine the deep ocean floor, over seabed the rest of the world says it controls. These deep sea mining stocks are betting on which law wins.
Space & Defense
Defense technology
Washington says it wants new defense companies. The money still goes to whoever owns the factories. These defense technology stocks sit on both sides of that gap.
Compute & AI
Edge AI
AI data centers are buying up the memory that phones and laptops need to run AI locally. These edge AI stocks are working around the squeeze, or growing where it doesn't reach.
Energy
Energy storage
Grid batteries are selling faster than ever, and the companies installing them are making less on each one. These energy storage stocks show who keeps the margin as the U.S. pushes the cells out of China.
Infrastructure
eVTOL
2026 was supposed to be the year air taxis carried paying passengers. These eVTOL stocks are still waiting on a certificate, and burning cash while they wait.
Materials
Gallium nitride
GaN is winning a place in AI power racks just as it gets cheap. These gallium nitride stocks are sorted by who keeps the margin when it does.
Energy
Geothermal energy
Enhanced geothermal works now. These geothermal energy stocks are about the next question: whether it can get cheap enough to matter.
Materials
Graphene
Graphene works. Selling it is the hard part. The graphene stocks still standing are the ones that hide the material inside something people already buy.
Energy
Green hydrogen
Green hydrogen's subsidies start running out at the end of 2027. These green hydrogen stocks are sorted by who has a real buyer when they do.
Infrastructure
Grid modernization
America isn't building much new grid. It's patching the one it has, and paying record prices to do it. These grid modernization stocks get paid either way.
Compute & AI
High bandwidth memory
Memory makers say long-term contracts have killed the boom-and-bust cycle. The market isn't so sure. These high bandwidth memory stocks are where that argument gets settled.
Compute & AI
Humanoid robot
China builds nearly every humanoid, and prices are falling fast. These humanoid robot stocks are sorted by body, brain and the joints in between.
Space & Defense
LEO satellite
Satellites are cheap now. Getting them to orbit isn't. These LEO satellite stocks are sorted by whether they own the rocket or wait in line for one.
Space & Defense
Military drone
The Pentagon now buys drones by the tens of thousands at under $5,000 apiece. These military drone stocks are sorted by what they sell into that new math.
Nuclear
Molten salt reactors
Molten salt reactors have the best story in nuclear and no working reactor in the West. These molten salt reactor stocks are sorted by how close each one is to changing that.
Materials
Nanotechnology
The money in nanotech isn't in companies with 'nano' in the name. These nanotechnology stocks collect a toll every time someone else builds something very small.
Compute & AI
Neocloud
AI labs can't get enough compute, and neoclouds borrow billions to rent it to them. These neocloud stocks are sorted by who carries the GPU risk.
Compute & AI
Neuromorphic computing
Brain-inspired chips promise AI on a sliver of the power. Efficiency alone hasn't built a business. These neuromorphic computing stocks are sorted by who has found someone to pay.
Bio & Health
Neurotech
The first brain implant sold commercially was approved and priced in China. These neurotech stocks are sorted by who has figured out how to get paid.
Nuclear
Nuclear fusion
No fusion plant sells power in 2027, but the suppliers are already booking orders. These nuclear fusion stocks are sorted by who gets paid first.
Energy
Perovskite
Perovskite solar keeps setting efficiency records. Buyers want to know if it lasts 25 years. These perovskite stocks are sorted by who can answer that.
Bio & Health
Precision medicine
Medicare has already agreed to pay for multi-cancer blood tests, as soon as one gets FDA approval. These precision medicine stocks are sorted by how much proof each company has.
Compute & AI
Quantum computing
Nobody knows which qubit wins. These quantum computing stocks are sorted by the physics they bet on, from trapped ions to photons.
Materials
Rare earth
Price floors, equity stakes and offtakes: the West's rare earth supply now runs on government deals. These rare earth stocks are sorted by protection.
Compute & AI
Silicon photonics
AI's bottleneck is the wire, not the chip. These silicon photonics stocks get paid as light replaces copper and moves inside the chip package.
Nuclear
Small modular reactor
Five new reactors went critical and the stocks still fell. These small modular reactor stocks are sorted by who gets paid before the power flows.
Infrastructure
Smart city
City budgets are tightening and the federal pandemic money runs out this year. These smart city stocks are sorted by whether cities will keep paying them anyway.
Energy
Solid-state battery
Every big battery maker now targets 2027, and every pure-play stock is down. These solid-state battery stocks are sorted by who decides the timeline.
Space & Defense
Space technology
SpaceX is public and turning into an AI company. Every other space stock is waiting on Golden Dome money. These space technology stocks are sorted by how much they depend on it.
Compute & AI
Spatial computing
Smart glasses won the consumer fight and still lose billions. The money in spatial computing is in mapping the physical world for machines. These spatial computing stocks are sorted by which side they're on.
Materials
Titanium
America now imports every pound of titanium sponge it uses. The market doesn't care. These titanium stocks are sorted by where in the chain the money actually lands.
Materials
Tungsten
China's export controls split tungsten into two markets, and the Western price is roughly triple China's. These tungsten stocks are sorted by how much of that premium they can lock in.
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