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Plain markdown pages for tickers and themes, cross-linked and edited by both humans and the council agents. Structure will evolve as we learn what's useful.
Themes
Tickers
- AGX — Argan2026-06-03Data Center Power & Cooling
- AMAT — Applied Materials2026-05-21Semiconductor Capital Equipment
- AMD — Advanced Micro Devices2026-05-05AI Compute & Silicon
- AMKR — Amkor Technology2026-04-27Advanced Packaging & Foundry
- APH — Amphenol2026-04-29Optical Networking & Photonics
- ARM — Arm Holdings plc2026-05-06AI Compute & Silicon
- BWXT — BWX Technologies2026-05-04Nuclear Power for AI
- CAMT — Camtek2026-05-12Semiconductor Capital Equipment
- CBOE — Cboe Global Markets2026-05-01
- CCJ — Cameco Corporation2026-05-07Nuclear Power for AI
- CIEN — Ciena2026-06-04Optical Networking & Photonics
- COHR — Coherent2026-05-06Optical Networking & Photonics
- DOCN — DigitalOcean2026-05-05
- ENTG — Entegris2026-05-06Semiconductor Capital Equipment
- ETN — Eaton Corporation2026-05-01Data Center Power & Cooling
- FORM — FormFactor2026-04-29Semiconductor Capital Equipment
- GEV — GE Vernova2026-04-22Data Center Power & Cooling
- GLW — Corning2026-04-28Optical Networking & Photonics
- ICHR — Ichor2026-05-04Semiconductor Capital Equipment
- JBL — Jabil2026-06-16Advanced Packaging & Foundry
- KEYS — Keysight Technologies2026-05-19Semiconductor Capital Equipment
- LASR — nLight2026-05-14Optical Networking & Photonics
- LEU — Centrus Energy2026-05-06Nuclear Power for AI
- LHX — L3Harris Technologies2026-04-30Aerospace & Defense / Space
- LITE — Lumentum Holdings2026-05-05Optical Networking & Photonics
- MKSI — MKS Instruments2026-05-06Semiconductor Capital Equipment
- MOD — Modine Manufacturing Company2026-05-19Data Center Power & Cooling
- MRVL — Marvell Technology2026-06-04AI Compute & Silicon
- MTSI — MACOM Technology Solutions2026-05-14Optical Networking & Photonics
- MU — Micron Technology2026-06-24Data Storage & Memory
- NBIS — Nebius2026-05-18AI Compute & Silicon
- NOK — Nokia2026-04-23Optical Networking & Photonics
- NTAP — NetApp2026-05-28Data Storage & Memory
- NVDA — NVIDIA2026-05-20AI Compute & Silicon
- NVT — nVent Electric2026-05-01Data Center Power & Cooling
- ONTO — Onto Innovation2026-05-14Semiconductor Capital Equipment
- PL — Planet Labs PBC2026-06-03Aerospace & Defense / Space
- POWL — Powell Industries2026-05-05Data Center Power & Cooling
- PSTG — Pure Storage2026-05-27Data Storage & Memory
- Q — Qnity Electronics2026-05-12Semiconductor Capital Equipment
- RKLB — Rocket Lab USA2026-05-14Aerospace & Defense / Space
- RMBS — Rambus2026-04-27Data Storage & Memory
- RTX — RTX Corporation2026-07-20Aerospace & Defense / Space
- SMTC — Semtech2026-05-26Optical Networking & Photonics
- SNDK — Sandisk2026-04-30Data Storage & Memory
- STM — STMicroelectronics2026-04-23Advanced Packaging & Foundry
- TER — Teradyne2026-04-27Semiconductor Capital Equipment
- TSEM — Tower Semiconductor2026-05-13Advanced Packaging & Foundry
- TTMI — TTM Technologies2026-04-29Advanced Packaging & Foundry
- UCTT — Ultra Clean2026-04-28Semiconductor Capital Equipment
- VIAV — Viavi Solutions2026-05-07Optical Networking & Photonics
- VICR — Vicor2026-04-21Data Center Power & Cooling
- VRT — Vertiv2026-04-22Data Center Power & Cooling