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Space Exploration Technologies — rockets, Starlink broadband, and the new Terafab chip-fabrication venture aimed at AI data centers in orbit. Went public June 12, 2026 in a record ~$85B IPO.

Cathie Wood's ARK opened a new ~$770M SPCX position in Q2 — the fund's biggest new buy. Still trading well below the post-IPO high above $225; the staggered insider lock-up expiries remain the supply event to watch.

Designs the GPUs and full-rack systems that train and serve nearly every frontier AI model, wrapped in the CUDA software moat that keeps customers locked in.

The Aug 26 report beat again — $96.2B revenue with a $108B next-quarter guide, and multi-year memory purchase commitments up ~135% QoQ to $279B. The stock still sold off with the AI complex into month-end as Michael Burry widened his short.

Nvidia's chief GPU rival. Instinct MI-series accelerators plus EPYC server CPUs give data centers a genuine second source for AI compute.

The 6-gigawatt Instinct partnership with OpenAI re-rated the stock from the mid-$100s to the mid-$500s. Analysts see it riding the shift to inference and agentic AI.

One of three DRAM makers on earth and a key HBM (high-bandwidth memory) supplier for AI accelerators. The memory supercycle made it a trillion-dollar company.

NVIDIA's $279B of multi-year memory purchase commitments validate the HBM supercycle — HBM4 pricing is seen rising ~79% YoY. Bulls talk $1,300-$2,000 targets; Citi trimmed to $1,150 on DRAM/NAND price-deceleration risk into 2027.

Hard drives and platform storage for hyperscale data centers. AI training and inference clusters need exabytes of storage — WDC sells the shelves it sits on.

Up ~8x from its 52-week low ($63.67 → $539) on the AI storage supercycle, but it fell nearly 10% in the latest AI-infrastructure sell-off — the highest-beta name on this list.

x86 CPUs, edge AI chips, and the only leading-edge foundry on US soil. The comeback story of the AI era — up ~6x from its 52-week low of $18.97.

Foundry momentum is real but external foundry revenue is still tiny ($174M) against a $2.4B segment loss — bears argue the valuation already prices in the turnaround.

Builds custom AI accelerators (XPUs) for hyperscalers such as Google and Meta, plus the Ethernet networking silicon that stitches giant AI clusters together.

The main alternative to Nvidia at hyperscale — custom-chip orders from a handful of giant customers drive an enormous AI backlog.

Custom AI silicon and optical/electrical interconnects — the data-center plumbing between accelerators, memory and storage.

Roughly 4x off its 52-week low on custom-silicon wins, but like WDC it dropped nearly 10% in the AI-infrastructure sell-off.

The world's #2 memory maker and ~60% of the HBM market. Its ~$26.5B NASDAQ ADR listing on Jul 10, 2026 was the largest-ever US debut by a foreign company. Direct NAS100-eligible rival to Micron.

Debuted +13% and ran to a $195 high in August before pulling back with the memory complex. Proceeds fund the Yongin fab and advanced packaging; HBM4 allocation to Nvidia is the number to watch each quarter.

ChangXin Memory Technologies — China's only mass-production DRAM maker (#1 in China, #4 globally by capacity). Trades in CNY on Shanghai's STAR Market under ticker 688825; priced its IPO at just ¥8.66 per share.

A +466% first day (Jul 27, 2026) made it the most valuable company listed on mainland China. The biggest supply-side threat to MU and SK hynix DRAM pricing — watch it as the China proxy for the memory supercycle.

America's largest utility: Florida Power & Light plus the world's biggest renewables fleet. Signed clean-power partnerships with Google Cloud and Meta.

Announced a $67B all-stock merger with Dominion Energy — a deal analysts call a grab for the real AI-infrastructure prize: Dominion's Virginia data-center corridor, the densest in the world.

Southeast US utility giant. Operator of Vogtle Units 3 & 4 — the first newly built nuclear reactors in the US in decades.

A prime beneficiary of the data-center building boom across Georgia and the Southeast, with nuclear already in the generation mix.

Operator of the largest nuclear fleet in the United States — the purest big-cap way to own American nuclear power.

Restarting Three Mile Island Unit 1 under a 20-year deal with Microsoft; fresh license renewals at Dresden and Clinton will supply Walmart and Meta. The stock has lagged the AI-power trade in 2026, which some analysts call an attractive entry.

One of the largest US electric utilities, serving the Carolinas, Florida and the Midwest, with a large regulated nuclear fleet.

Data-center interconnection requests across its Carolinas service area keep climbing — load growth is the core of its capital plan.

Owner of the largest electricity transmission system in the US, including the high-voltage 765kV backbone that giant AI campuses need.

Signing up gigawatts of new data-center load in Ohio and Texas — trading near its 52-week high.

Sam Altman-backed developer of the Aurora fast reactor, plus Oklo Isotopes. Signed a long-term clean-energy deal with Meta for nuclear powerhouses in Ohio.

The DOE-approved Groves Isotope Test Reactor in Texas is Oklo's first reactor to reach the startup phase — a major de-risking milestone. First Aurora powerhouse expected late 2027 / early 2028.

The only US company with an NRC-certified small modular reactor design. First-mover advantage, but still no commercial reactor deployed.

Down sharply over 12 months on slow commercialization and a shareholder suit over its ENTRA1 partnership. Still waiting on its first firm commercial deployment — every SMR deal headline moves the stock.

Developer of portable micro-reactors (ZEUS and ODIN) targeting remote sites, military bases and — eventually — edge data centers.

The smallest and most speculative name on this list — a call option on the micro-reactor category.

The West's largest uranium producer, plus a stake in Westinghouse. Every reactor restart and new build ultimately buys its fuel.

The picks-and-shovels way to own the whole nuclear renaissance without betting on any single reactor design.