I believe these 10 stocks will create generational wealth. Long...
Jason Luongo@JasonL_Capital
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Aug 06, 2026
~4 min read
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I believe these 10 stocks will create generational wealth.
Long term positions in AI infrastructure, energy, and defense. Every one of them playing an important role.
1/ $ONDS - the counter-drone layer
Cheap autonomous drones rewrote modern warfare and stopping them is now the budget line. Ondas booked $70 million in new orders in four weeks and $150 million in Q2 across counter-UAS, ISR, and precision strike. It raised 2026 guidance to at least $525 million from $390 million after acquiring DZYNE, and it's partnered with Palantir. Small and early, aimed directly at where defense money is moving.
Long term positions in AI infrastructure, energy, and defense. Every one of them playing an important role.
1/ $ONDS - the counter-drone layer
Cheap autonomous drones rewrote modern warfare and stopping them is now the budget line. Ondas booked $70 million in new orders in four weeks and $150 million in Q2 across counter-UAS, ISR, and precision strike. It raised 2026 guidance to at least $525 million from $390 million after acquiring DZYNE, and it's partnered with Palantir. Small and early, aimed directly at where defense money is moving.
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2/ $MRVL - the custom chip shop
Every hyperscaler wants its own AI silicon and almost none of them can build it alone. Marvell's custom business went from zero to $1.5 billion in a single fiscal year and doubled. Q1 revenue hit a record $2.418 billion with data center at $1.83 billion, now 76% of the company. Management targets $16.5 billion by fiscal 2028. It gets paid regardless of which cloud wins.
Every hyperscaler wants its own AI silicon and almost none of them can build it alone. Marvell's custom business went from zero to $1.5 billion in a single fiscal year and doubled. Q1 revenue hit a record $2.418 billion with data center at $1.83 billion, now 76% of the company. Management targets $16.5 billion by fiscal 2028. It gets paid regardless of which cloud wins.
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3/ $IREN - the power play
Everyone wants to sell compute. Almost nobody owns the electricity underneath it. IREN signed a $9.7 billion five-year contract with Microsoft to run NVIDIA GB300s at its 750MW Childress campus, with a 20% prepayment collected and $3.6 billion in GPU financing at under 6%. Targeting $3.4 billion in annualized recurring revenue by year end. Power is the bottleneck nobody can rush.
Everyone wants to sell compute. Almost nobody owns the electricity underneath it. IREN signed a $9.7 billion five-year contract with Microsoft to run NVIDIA GB300s at its 750MW Childress campus, with a 20% prepayment collected and $3.6 billion in GPU financing at under 6%. Targeting $3.4 billion in annualized recurring revenue by year end. Power is the bottleneck nobody can rush.
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4/ $NBIS - the compute landlord
Revenue grew 684% last quarter with over $46 billion in multiyear contracts already signed, including a Meta deal worth up to $27 billion. Backlog sits above $50 billion against roughly $3 billion of revenue this year. NVIDIA owns 9.3% after a $2 billion investment and Nebius is deploying more than 5 gigawatts of NVIDIA systems by 2030. The contracts are signed before the buildings exist.
Revenue grew 684% last quarter with over $46 billion in multiyear contracts already signed, including a Meta deal worth up to $27 billion. Backlog sits above $50 billion against roughly $3 billion of revenue this year. NVIDIA owns 9.3% after a $2 billion investment and Nebius is deploying more than 5 gigawatts of NVIDIA systems by 2030. The contracts are signed before the buildings exist.
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5/ $CIFR - the lease book
A bitcoin miner that turned itself into a data center landlord. Cipher has 700 megawatts of contracted HPC capacity and an $11.4 billion contracted revenue pipeline built on 10 to 15 year leases with investment grade tenants, including roughly $5.5 billion with AWS and $3 billion with Google-backed Fluidstack. Targeting 4.2 gigawatts of portfolio capacity by 2030.
A bitcoin miner that turned itself into a data center landlord. Cipher has 700 megawatts of contracted HPC capacity and an $11.4 billion contracted revenue pipeline built on 10 to 15 year leases with investment grade tenants, including roughly $5.5 billion with AWS and $3 billion with Google-backed Fluidstack. Targeting 4.2 gigawatts of portfolio capacity by 2030.
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6/ $TE - the domestic supply chain
None of this runs without power, and increasingly that power has to be made here. T1 Energy operates 5GW of solar module capacity in Texas with a 2.1GW cell fab coming online in Austin this year. Revenue grew 232%. Management targets $375 to $450 million in adjusted EBITDA in 2027. Domestic manufacturing at the exact moment policy is paying for it.
None of this runs without power, and increasingly that power has to be made here. T1 Energy operates 5GW of solar module capacity in Texas with a 2.1GW cell fab coming online in Austin this year. Revenue grew 232%. Management targets $375 to $450 million in adjusted EBITDA in 2027. Domestic manufacturing at the exact moment policy is paying for it.
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7/ $NOK - the Huawei replacement
When Chinese network equipment gets restricted, the orders have to land somewhere. Nokia is the primary Western alternative and it's moving into optics fast. AI and cloud net sales grew 49% last quarter with optical networks up 20%. NVIDIA invested $1 billion, and Nokia is putting $4 billion into US R&D and manufacturing including a 10x photonic chip expansion in Pennsylvania.
When Chinese network equipment gets restricted, the orders have to land somewhere. Nokia is the primary Western alternative and it's moving into optics fast. AI and cloud net sales grew 49% last quarter with optical networks up 20%. NVIDIA invested $1 billion, and Nokia is putting $4 billion into US R&D and manufacturing including a 10x photonic chip expansion in Pennsylvania.
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8/ $VIAV - the test layer
Every 400G, 800G, and 1.6T optical link has to be validated before it carries traffic, and Viavi builds the equipment that does it. Its Network and Service Enablement segment grew 54% year over year. It launched the first Ultra Ethernet Transport validation solution for AI fabrics, a GPU-free system that emulates real AI workloads at scale. The upgrade cycle is multi-year and it taxes every step.
Every 400G, 800G, and 1.6T optical link has to be validated before it carries traffic, and Viavi builds the equipment that does it. Its Network and Service Enablement segment grew 54% year over year. It launched the first Ultra Ethernet Transport validation solution for AI fabrics, a GPU-free system that emulates real AI workloads at scale. The upgrade cycle is multi-year and it taxes every step.
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9/ $CRDO - the wiring
Compute is useless if the chips can't talk to each other fast enough. Fiscal 2026 revenue tripled to $1.3 billion with net income up 392%. Its active electrical cables are the copper standard inside AI racks and its optical portfolio targets over $600 million next fiscal year. Every generation of AI compute needs more links between chips, not fewer.
Compute is useless if the chips can't talk to each other fast enough. Fiscal 2026 revenue tripled to $1.3 billion with net income up 392%. Its active electrical cables are the copper standard inside AI racks and its optical portfolio targets over $600 million next fiscal year. Every generation of AI compute needs more links between chips, not fewer.
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10/ $PENG - the memory bottleneck
Inference is increasingly limited by memory, not compute, and Penguin builds for exactly that. Q3 revenue hit a record $479 million, up 48%, with AI-driven businesses now 74% of sales and growing 104% year over year. Its MemoryAI CXL cache servers target the wall that inference workloads keep running into. Full stack AI infrastructure services, not just boxes.
Inference is increasingly limited by memory, not compute, and Penguin builds for exactly that. Q3 revenue hit a record $479 million, up 48%, with AI-driven businesses now 74% of sales and growing 104% year over year. Its MemoryAI CXL cache servers target the wall that inference workloads keep running into. Full stack AI infrastructure services, not just boxes.
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These aren't the names that run hardest in a given week. They're the layers everything else gets built on top of.
Follow me @JasonL_Capital for more.
Follow me @JasonL_Capital for more.
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