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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 14.4K followers
Created: 2025-07-08 15:26:21 UTC

Which AI-sector are you most bullish on for H2-25?

Semiconductor
$MU | Micron
$AMD | Advanced Micro Devices
$AVGO | Broadcom
$NVDA | NVIDIA 
$MRVL | Marvell 
$ASML | ASML 
$AMAT | Applied Materials
$LRCX | Lam Research

Cloud
$AMZN | Amazon
$ORCL | Oracle
$MSFT | Microsoft
$CRWV | CoreWeave
$GOOGL | Alphabet
$NBIS | Nebius 

Server
$CRDO | Credo Technology
$DELL | Dell Technologies
$ALAB | Astera Labs
$SMCI | Super Micro Computer
$VRT | Vertiv Holdings

Data Center
$IREN | Iren 
$EQIX | Equinix
$GLXY | Galaxy Digital Holdings
$DLR | Digital Realty Trust
$CORZ | Core Scientific
$APLD | Applied Digital

Nuclear
$CEG | Constellation Energy
$RR | Rolls-Royce Holdings
$SMR | NuScale Power
$LEU | Centrus Energy
$CCJ | Cameco
$OKLO | Oklo
$VST | Vistra

Software
$PLTR | Palantir Technologies
$META | Meta Platforms
$SNOW | Snowflake
$APP | Applovin
$OCT | Okta
$DUOL | Duolingo


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942606188358594979/c:line.svg)

**Related Topics**
[dell technologies](/topic/dell-technologies)
[googl](/topic/googl)
[msft](/topic/msft)
[amzn](/topic/amzn)
[nvda](/topic/nvda)
[$dell](/topic/$dell)
[$msft](/topic/$msft)
[oracle](/topic/oracle)

[Post Link](https://x.com/TacticzH/status/1942606188358594979)