Thread by @StonkValue
Stocks · · 1 min read · x.com ↗
Value Investing Edge @StonkValue 2026-05-09
The U.S. government, hyperscalers, and $NVDA are literally telling you that the future will be dominated by stocks below -
Space
1. $RKLB
2. $FLY
3. $SATL
4. $PL
5. $ASTS
Critical Minerals
1. $USAR
2. $UUUU
3. $MP
4. $UAMY
Energy
1. $AMPX
2. $TE
3. $EOSE
4. $BE
Memory/Storage
1. $SNDK
2. $MU
3. $WDC
4. $MARM
5. $SIMO
Defense
1. $ONDS
2. $OSS
3. $PLTR
Optical sector
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR
Quantum
1. $IONQ
2. $QBTS
3. $RGTI
AI Infrastructures
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB
Semiconductor
1. $AMBQ
2. $NVTS
2. $MRVL
3. $AMD
4. $ARM
5. $WOLF
Nuclear
1. $OKLO
Hardest part of investing is having patience. Once you master it and compounding will change our life!
investlust.com @investlust_com 2026-05-09
A really nice list of interesting companies. If I look at the earning trends I like $PLTR most
A Conservative Christian @Jeff176398 2026-05-09
Which one out of each group above have the best chance at the most growth over the next year
Connect 4 Capital @connect4capital 2026-05-09
The best way to compound is to reward patient investors.
DMPinGA @DanniMP2018 2026-05-09
$NASA might be good for the space category.
SolSuit @WolfOfTrenchess 2026-05-09
I analyzed Trump's entire situation after quoting $DELL
2026-05-09
Trump just said publicly: “Go out and buy a $DELL, they’re great”. The stock jumped 12-15% in one day.
But the real question is:
He just cheering for an American company… or does he know something the market hasn’t priced in yet?
What actually happened
On May 8, 2026, Trump