AI infrastructure, fintech, and crypto are driving volume, volatility, and narrative dominance across retail and institutional desks. If you’re not watching these names, you’re trading blind.
AI infrastructure is no longer a niche, it’s the backbone of every hyperscaler roadmap. Taiwan Semiconductor ($TSM) is still the undisputed fab king, with its Arizona expansion now pushing $165 billion in capex commitments. That’s not just a number—it’s the foundation for Nvidia’s ($NVDA) Blackwell chips, Broadcom’s ($AVGO) XPUs, and every AI accelerator that matters. NVDA is up 39.2% in the last 90 days, clawing back from its Q1 export hit and now trading near $162.77. AVGO is riding the same wave, with hyperscaler demand for custom silicon pushing its margins north of 70%.
Server stocks like Vertiv ($VRT) and Supermicro ($SMCI) are seeing explosive flows. SMCI’s July run is up 42.7%, fueled by rack-scale deployments and AI server refresh cycles. VRT is trending on X and Reddit, with retail chasing its 28% YTD gain and institutions quietly adding exposure through options. Networking plays like Credo ($CRDO) and Celestica ($CLS) are less flashy but critical. CLS is up 18.3% in Q3, and CRDO’s low float is making it a favorite for short squeezes.
Data is the new oil, and Palantir ($PLTR), Snowflake ($SNOW), and Innodata ($INOD) are drilling deep. INOD posted 626% EPS growth and 120% revenue growth year-over-year, with its Goldengate platform now embedded in multiple LLM training pipelines. PLTR is holding steady near $27, with DoD contracts and Gotham expansion keeping the floor intact. SNOW is more volatile, but its enterprise retention rate remains above 130%, which is rare air.
Energy infrastructure is quietly becoming the most crowded trade in AI. Vistra ($VST), Constellation Energy ($CEG), and Bloom Energy ($BE) are all up double digits in July, with data center power demand pushing grid capacity to the edge. GEV is the sleeper here—its modular hydrogen systems are being tested in two hyperscale facilities in Texas. If those trials go commercial, GEV could rerate fast.
Data center operators are consolidating power. Oracle ($ORCL) is up 14.6% YTD, with its AI cloud division now contributing 22% of total revenue. CoreWeave ($CRWV) just acquired Core Scientific for $9 billion, giving it control of 2.3 GW of power capacity. That’s not a typo. CRWV is down 3% post-deal, but the long-term margin expansion is real. IREN and NBIS are also in play, with NBIS trending on FinTwit after its 18% pop last week.
Fintech is back from the dead. Robinhood ($HOOD) is leading the charge, up 131% YTD and now trading near $91. Tokenized stock products and the Bitstamp acquisition have turned it into a crypto-fintech hybrid. HOOD is trending on Stocktwits and Reddit, with retail chasing the breakout above $88. SoFi ($SOFI) is up 184.8% over 12 months, with its Galileo and Technisys platforms now integrated. Lending volume is up 22% Q/Q, and its bank charter is finally paying off. Interactive Brokers ($IBKR) and Futu ($FUTU) are seeing steady flows, with IBKR’s margin balances hitting $42.6 billion in June.
BNPL is still volatile. Affirm ($AFRM) is up 28.4% in July, but DAVE and SEZL are struggling to hold gains. POS names like Toast ($TOST) and Shift4 ($FOUR) are outperforming, with FOUR up 39.8% in Q3 and now trading near $101.36. Neobank NU is quietly building momentum, with 100 million users and a 22% revenue CAGR.
Crypto is back in the spotlight. Bitcoin broke $112,000 this week, and Coinbase ($COIN) is riding the wave. COIN is up 15.3% in July, with its S&P 500 inclusion and Deribit acquisition adding institutional credibility. MicroStrategy ($MSTR) is up 18.7% in the last 10 days, with its treasury now holding 226,000 BTC. Miners like Riot ($RIOT), CleanSpark ($CLSK), and Marathon ($MARA) are seeing mixed action. MARA is up 48.1% YTD, but CLSK is down 6.3% in July after missing hash rate targets.
Watch HOOD above $94 for continuation. SMCI has resistance near $165. INOD could break $50 if momentum holds. COIN is tradable between $92 and $104. VST and CEG are both flirting with new highs, and CRWV could bounce if it holds $38.
Disclaimer: This is not financial advice.