2026's HOTTEST THEMES — FinTwit Consensus The money is rotating into 9 narratives. Here's the cheat sheet: AI COMPUTE INFRASTRUCTURE Core trade. Hyperscaler capex still accelerating. $NVDA $AVGO $MRVL $VRT $ANET $DELL OPTICAL / AI NETWORKING Picks-and-shovels play. 800G → 1.6T transition underway. $COHR $LITE $AAOI $FN $CIEN POWER & GRID AI-driven demand. Nobody's building enough electrons. $VST $CEG $GEV $ETR $NRG $TLN NUCLEAR / URANIUM SMRs going mainstream. Supply deficit tightening. $CCJ $OKLO $SMR $LEU $BWXT $URA $URNM QUANTUM COMPUTING Early innings. Post-quantum crypto heating up. $IONQ $RGTI $QBTS $LAES $QUBT DEFENSE / DRONES / AUTONOMY Geopolitical premium. DoD contracts flowing. $PLTR $RTX $LMT $KTOS $AVAV $RCAT CRYPTO & BITCOIN TREASURY Conviction trade into next cycle. $MSTR $COIN $HOOD $MARA $RIOT FINTECH / STABLECOINS Regulation clarity unlocking the rails. $HOOD $COIN $SOFI $AFRM $NU SPACE Launch cadence + defense overlap. Still early. $RKLB $ASTS $LUNR The rotation map: AI compute → power → uranium → quantum → defense. Follow the capex, not the headlines. Full TAs + entry zones on Patreon — GABZ INVESTING Alpha TA.
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