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Memory and storage for the AI buildout.
Semis, memory, and AI hardware momentum.
AI hardware without the spinoff outlier.
Korea, Taiwan, and the AI supply chain.
Cloud, chips, and AI-native platforms.
Robinhood and Hyperliquid.
The Mag 7 names still carrying momentum.
Silver, gold, and copper.

Nasdaq 100 and S&P 500.
BTC, ETH, SOL, HYPE.