This might be the first time I don't watch the SuperBowl in my life, whatever that means...it is what it is. So, decided id go over at least one sector I think is likely to get some major attention. The data storage stocks have all gone insane since I chose a recent sector in Sept 2025. SNDK went $63 to $725 which is INSANE...
So, figured id just share a few stocks today.
I am just trying to go down the chain of the lines here with the AI trade. Chips now Memory/Storage names just had their moment in the last few months so what's next in my mind.
Efficiency is likely to take priority now when actually building out these chips and centers but with software (Google and the likes) eventually taking most the gains later on.
I land on Fiber Optics & Photonics.
GLW
Mentioned this one last week and anytime a stock makes MULTI-DECADE highs...it's time to take notice.
VIAV
Just hit fresh 20 year highs. I mean come on...you gotta be watching that type of move.
LITE
Absolute runaway train.
AAOI
More of the photonics angle but still another one to watch.
NOW I JUST WANT TO GO OVER SOME OTHER CHARTS AND NAMES I'VE BEEN WATCHING.
AMZN
Still thinking $300 is possible this year. Would look to maybe join this if $195 break with risk on $160s lows.
FIG
Continuing to be bullish on this in the face of the chart. IPO Lockup ended as well. Wife is an avid user.New favorite coffee places that MOGS Starbucks in everyway. I think they grow like a weed the next few years.
STUB
Annoyingly bullish as it's just faded in my face.
ONDS
Short reports have started hitting this one but haven't really crushed it much. It's one of the trickiest traders I've seen in years in terms of how it moves daily.
JOBY
Still a fan of the EVTOL space...will look to take some later dated calls on this.
HOOD
Big recent pullback with Bitcoin markets. Still a fan of this one...their marketshare for trading/prediction markets/gambling is just too large to ignore going forward.
UBOT
Waiting to breakout before diving back into Robotics sector.
LDI
Home Lender to keep in back of mind for housing to heat up.
