Hi,👋 we have updated the app and fixed multiple bugs. We are lacking funds, request to free user not to use Adblock. Ads are non intrusive. 😊

@BoxTraderVK: Six themes the street is sleep...

@BoxTraderVK
17 views May 25, 2026
Advertisement
1
Six themes the street is sleeping on for H2 2026. Everyone's chasing the AI chips. The alpha is in the physical bottlenecks and the next frontiers.

1/ CPO — Co-Packaged Optics**
Optics moves onto the chip package — less power, less heat. Market still prices these as boring telecom names. SV is privately funding optical startups right now. That's the signal.
$LITE $COHR $AVGO $MRVL $MTSI $CRDO $ALAB $TSEM $FN $POET

**2/ 800VDC Power Semis**
NVIDIA is killing the 48V bus entirely. Direct 800V-to-rail. The GaN + SiC makers who enable it become critical infrastructure.
$NVTS $MPWR $ON

**3/ Physical AI — Humanoids & Robotics**
OEMs are private, actuators sit in China/Japan. The US owns the picks and shovels — brain, eyes, motion, magnets.
🧠 $NVDA $QCOM $AMBA
👁 $CGNX $INVZ
⚙️ $NOVN $MOG.A
🧲 $MP
🤖 $TSLA $TER $SYM

**4/ Glass Substrate / Advanced Packaging**
Organic substrates are dead for next-gen. Glass is the only path to HBM4 + CPO at scale. 2026 is year one of production.
$ONTO $GLW $CAMT $FORM

**5/ Space**
Launch costs cratered 90%+. Defense budgets pivoted to orbit. SpaceX IPO is the gravitational pull for the whole sector.
$RKLB $LUNR $PL $KTOS $TDY

**6/ Quantum**
The inflection year — labs to real revenue. IonQ just became the first $100M+ revenue quantum name. ⚠️ Highest beta here by far — speculative sleeve only, size accordingly. These names move 10-15% on no news.
$IONQ $RGTI $QBTS $QUBT $IBM

The component layer reprices first — always. $VPG tripled before anyone talked humanoids. Same pattern plays out across every one of these.

Not financial advice. Do your own work.

Ride the Vertical. Short the Blowoff.
Actions
Visual Editor Carousel Maker NEW
Update Thread
What You Can Do
  • Download as PDF
  • Save to Notion
  • Export as Markdown
  • Visual Editor
  • LinkedIn & Instagram Carousel Maker
Create Free Account

Includes 7-day Premium trial

Advertisement