Mind Investor — Favorite Stocks by Sector

Link: https://x.com/mind1nvestor/status/2055238250281754936

Tweet by @mind1nvestor highlighting 4 picks per sector, with a call-out asking what's missing.

Picks by Sector

Space

• $ASTS — AST SpaceMobile
• $RKLB — Rocket Lab
• $MDA — MDA Space
• $RDW — Redwire

Data Centers / AI Infrastructure

• $NBIS — Nebius Group
• $IREN — Iris Energy
• $CRWV — CoreWeave
• $GLXY — Galaxy Digital

Software

• $CRM — Salesforce
• $NOW — ServiceNow
• $SNOW — Snowflake
• $ADBE — Adobe

Finance

• $HOOD — Robinhood
• $SOFI — SoFi Technologies
• $NU — Nu Holdings
• $AFRM — Affirm

Consumer

• $ELF — e.l.f. Beauty
• $NKE — Nike
• $LULU — Lululemon
• $EL — Estée Lauder

Nuclear / Rare Earths

• $OKLO — Oklo
• $SMR — NuScale Power
• $LEU — Centrus Energy
• $UUUU — Energy Fuels

Metrics

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