Sector heat · caller-validated

What's the crowd actually backing?

29 themes, ranked by live sector heat.

Semis Metrology / Equipment

HOT+5.5%

Wafer inspection, lithography support, semiconductor capital equipment.

1 names · 23 callers · 1d avg lead

$AEHRcore
23 callers+5.5%

Backed by @Contra_Club_, @EricJhonsa, @LTbioinvestor +20 more

High Short Interest (Squeeze Setups)

HOT+4.8%

Heavily-shorted names with squeeze potential

2 names · 34 callers · 12d avg lead

$CARcore
13 callers+9.5%
$SPIR
23 callers0.0%

Backed by @CorleoneDon77, @FA_Touadera, @Filmdaddy77 +31 more

Advanced Packaging (HBM / CoWoS / InP)

HOT+4.7%

Citrini's #1 2026 trade. HBM, CoWoS, InP wafer bottleneck — packaging is the AI-chip choke point. Added 2026-05-17 — absorbed semis_equipment + semis_metrology.

30 names · 126 callers · 16d avg lead

$AAOI
34 callers+18.9%
$LITE
38 callers+10.0%
$AMKRcore
8 callers+9.0%
$VECOcore
4 callers+8.8%
$FORM
8 callers+8.6%

Backed by @ARoclore, @AlgoScout, @AskEdgar_App +123 more

Photonics / Co-Packaged Optics

HOT+4.2%

24 names · 128 callers · 14d avg lead

$AAOIcore
34 callers+18.9%
$LITEcore
38 callers+10.0%
$VECO
4 callers+8.8%
$VIAVcore
8 callers+6.9%
$COHRcore
28 callers+6.8%

Backed by @ARoclore, @AlgoScout, @AskEdgar_App +125 more

Industrials / Cyclicals

WARM+2.9%

Industrial machinery, capital goods, transports — cyclical-rotation runners.

7 names · 26 callers · 17d avg lead

$BWETcore
7 callers+11.8%
$JLHLcore
1 caller+4.8%
$VATEcore
5 callers+4.5%
$FBYDcore
4 callers-4.0%
$HTCOcore
3 callers+3.9%

Backed by @BruceMarti1540, @BryceChandlerE8, @Cameron_Von_ +23 more

Consumer Disruption

WARM+2.1%

Direct-to-consumer brands, telehealth, niche consumer plays with momentum.

7 names · 51 callers · 19d avg lead

$FGIcore
7 callers+10.3%
$CARcore
13 callers+9.5%
$LCUTcore
1 caller-5.0%
$NDLScore
10 callers+4.1%
$NPTcore
5 callers-4.0%

Backed by @0xshrimps, @AmericanBanking, @BarbarianCap +48 more

AI Power / Grid Infrastructure

WARM+1.9%

Transformer/switchgear/turbine bottleneck for AI datacenter electricity demand. Restructured from energy_ai 2026-05-17.

11 names · 67 callers

$VRTcore
20 callers+5.8%
$EOSE
18 callers-4.7%
$ETNcore
3 callers+4.0%
$BE
35 callers+3.2%
$GEVcore
17 callers+3.0%

Backed by @ARoclore, @B0thSidesNow, @BeiMomStock +64 more

Photonics / CPO

WARM+1.7%

Optical interconnects, silicon photonics, co-packaged optics — the AI-infrastructure plumbing trade.

11 names · 121 callers · 13d avg lead

$AAOIcore
34 callers+18.9%
$AXTIcore
28 callers+6.2%
$OCCcore
11 callers+6.2%
$POETcore
29 callers-5.3%
$SVCOcore
12 callers-4.4%

Backed by @7thDayTrading, @ARoclore, @AlgoScout +118 more

Chip Makers & AI Processors

WARM+1.6%

28 names · 162 callers · 12d avg lead

$FN
11 callers+10.0%
$GLW
21 callers+8.4%
$LSCC
2 callers+6.7%
$FLEX
5 callers+6.2%
$POET
29 callers-5.3%

Backed by @ARoclore, @BTDenominator, @Basssem666 +159 more

Memory / Storage

WARM+1.4%

7 names · 100 callers · 16d avg lead

$STXcore
12 callers+5.2%
$MRVUcore
+4.5%
$MUcore
66 callers-2.2%
$WDCcore
17 callers+2.1%
$SNDUcore
6 callers+0.7%

Backed by @ARoclore, @BornInvestor, @BradFinntrader +97 more

AI Infra Data-Center

NEUTRAL+0.4%

Data-center hyperscaler picks-and-shovels — cloud, colocation, server OEM, and AI-native infra names adjacent to memory and photonics.

7 names · 87 callers · 23d avg lead

$DELLcore
20 callers+7.5%
$ORCLcore
33 callers-4.7%
$APLDcore
23 callers-1.7%
$NEBXcore
17 callers+1.6%
$CRWVcore
40 callers+1.3%

Backed by @925stockman, @Affiangs, @AvanTradeNotes +84 more

Biotech (oncology / dermatology / rare disease)

NEUTRAL+0.2%

23 names · 61 callers · 17d avg lead

$VCXcore
3 callers+64.2%
$ARTLcore
3 callers-24.4%
$STROcore
8 callers+10.5%
$SNSEcore
8 callers-8.6%
$MLECcore
3 callers-8.4%

Backed by @911_TruthNow, @A_May_MD, @AmericanBanking +58 more

Nuclear Power (SMRs + Fuel Cycle)

NEUTRAL-0.1%

SMR build-out + uranium fuel cycle driven by AI compute electricity demand. Added 2026-05-17.

7 names · 36 callers

$CCJ
10 callers+2.3%
$OKLOcore
17 callers-2.3%
$SMRcore
9 callers-2.3%
$LTBR
4 callers+2.0%
$NNEcore
8 callers-1.9%

Backed by @CorleoneDon77, @DevBranana, @Frenchie_ +33 more

Drones (Pentagon + Commercial)

NEUTRAL-0.2%

Pentagon $75B drone spend + commercial sector. Distinct from humanoid robotics. Added 2026-05-17.

18 names · 86 callers

$LAR
3 callers+12.4%
$KTOScore
9 callers-7.4%
$RCATcore
6 callers+6.1%
$ALB
4 callers+5.7%
$UMAC
10 callers-5.6%

Backed by @925stockman, @ARoclore, @AndrewAaronSkyy +83 more

Humanoid Robotics

NEUTRAL-0.5%

Promoted from caller_orphaned watchlist 2026-05-17 after validation against caller_call_history.json showed SYM/SERV/RR all have multi-caller backing from our existing 10 conviction sources. AMKR and COHU also surface but are primarily advanced_packaging plays — not duplicated here to avoid theme conflicts.

10 names · 42 callers

$ZETA
19 callers-8.6%
$VICR
7 callers+4.3%
$FIX
5 callers+3.8%
$PRCTcore
2 callers-3.5%
$FTAI
6 callers+2.3%

Backed by @AmericanBanking, @BTDenominator, @Biotech2k1 +39 more

US Strategic Minerals & Rare Earths

NEUTRAL-0.6%

Added 2026-05-04, expanded 2026-05-17 to absorb AA (was metals). All US-listed names with active govt commitments (DOW/EXIM/DOE/DLA). Steven Place's filter: 'if a company got cash from the export bank of US or Australia, it's good.' Cross-validated by @ripster47 (MP/USAR/CRML grouping, May 1) and @srxtrades (UAMY, May 2).

13 names · 37 callers

$TMC
3 callers-7.5%
$USARcore
11 callers-4.5%
$UAMYcore
11 callers+3.8%
$CRMLcore
9 callers-3.3%
$IDR
3 callers-2.8%

Backed by @ARoclore, @AvanTradeNotes, @CoachDJLW +34 more

Nuclear / AI-Power

NEUTRAL-0.7%

Nuclear and grid infrastructure for the AI compute supercycle — SMR developers, fuel-cycle, and energy-storage names sized to power hyperscaler datacenters.

7 names · 50 callers

$EOSEcore
18 callers-4.7%
$GEVcore
17 callers+3.0%
$OKLOcore
17 callers-2.3%
$SMRcore
9 callers-2.3%
$LTBRcore
4 callers+2.0%

Backed by @ARoclore, @BeiMomStock, @CorleoneDon77 +47 more

Defense Robotics (Underwater / Lidar / Drones)

NEUTRAL-0.8%

Government-buyer floor parallel to critical_minerals. Underwater/lidar/drones. Added 2026-05-17.

9 names · 38 callers

$KTOS
9 callers-7.4%
$RCAT
6 callers+6.1%
$AVAV
5 callers-4.9%
$OUSTcore
18 callers-2.9%
$VELOcore
9 callers+2.4%

Backed by @AndrewAaronSkyy, @BornInvestor, @BruceMarti1540 +35 more

Quantum Computing

NEUTRAL-1.0%

New theme cluster from 3-month rescrape. IONQ is the 2-source flagship. QBTS/RGTI flagged by @jrouldz (failed strat-filter but raw +31% / 100% win) — backlog candidates.

4 names · 33 callers

$QBTS
17 callers-2.3%
$RGTI
18 callers-1.8%
$QUBT
13 callers+1.5%
$IONQcore
15 callers-1.2%

Backed by @BryceChandlerE8, @DavidScottAdams, @DevBranana +30 more

Neocloud (BTC Miner → AI Compute + GPU Rentals)

COOLING-1.1%

Bitcoin miners + standalone GPU rentals pivoting to AI compute. Sunxliao's 16-ticker basket. Merges crypto_miner_ai_pivot + ai_infra 2026-05-17.

10 names · 93 callers

$BTDR
9 callers-4.6%
$BITF
11 callers-4.3%
$IRENcore
53 callers-2.5%
$APLDcore
23 callers-1.7%
$CORZ
10 callers+1.6%

Backed by @925stockman, @ARoclore, @AndrewAaronSkyy +90 more

Biotech — GLP-1 / Weight Loss

COOLING-1.3%

GLP-1 sub-bucket separated from general biotech 2026-05-17. NVO 'fastest drug launch of all time' per @a_may_md.

3 names · 43 callers

$HIMS
37 callers-5.0%
$AZN
4 callers+0.9%
$NVOcore
13 callers+0.2%

Backed by @A_May_MD, @BTDenominator, @BornInvestor +40 more

Bitcoin Miners Shifting to AI Compute

COOLING-1.3%

Crypto-mining infrastructure pivoting to host GPU workloads

6 names · 86 callers

$MARAcore
13 callers-7.4%
$IRENcore
53 callers-2.5%
$CRWVcore
40 callers+1.3%
$HUTcore
19 callers+0.6%
$WULFcore
25 callers+0.2%

Backed by @925stockman, @ARoclore, @AndrewAaronSkyy +83 more

Health Tech / Telehealth

COOLING-1.6%

5 names · 48 callers

$HIMScore
37 callers-5.0%
$TMDXcore
8 callers-2.8%
$VKTX
4 callers-1.2%
$AZN
4 callers+0.9%
$NVO
13 callers+0.2%

Backed by @911_TruthNow, @A_May_MD, @BPharmCatalyst +45 more

Space / Satellite

COOLING-2.0%

14 names · 116 callers · 19d avg lead

$LUNRcore
24 callers-11.8%
$SATL
18 callers+8.5%
$BKSY
14 callers-8.3%
$PL
30 callers-5.9%
$RDACcore
15 callers-3.6%

Backed by @0xPew, @AvanTradeNotes, @B0thSidesNow +113 more

AI-Driven Ad Tech

COOLING-2.2%

AppLovin: AI-driven mobile ad targeting. Top-10 fund position with EBITDA +82% YoY.

31 names · 151 callers

$PATH
8 callers-8.7%
$YSS
13 callers-7.8%
$DELL
20 callers+7.5%
$SNOW
12 callers-7.4%
$CRM
14 callers-6.2%

Backed by @925stockman, @AmericanBanking, @Ava_1922 +148 more

Emerging Market Growth Stocks

COOLING-2.3%

JonahLupton fund top-10 holdings outside US tech. Long-duration compounders.

21 names · 88 callers

$CELH
5 callers-6.6%
$ELF
5 callers-6.1%
$GRAB
7 callers+4.1%
$CPNGcore
2 callers-4.1%
$UBER
14 callers-3.7%

Backed by @42ADD, @AmericanBanking, @AvanTradeNotes +85 more

Surgical Robotics & Automation

BEARISH-3.5%

Surgical robotics — Procept BioRobotics (aquablation). Multi-bagger profile.

1 names · 2 callers

$PRCTcore
2 callers-3.5%

Backed by @JonahLupton, @LuoshengPeng

Stablecoin / Crypto Infrastructure

BEARISH-6.6%

Stablecoin regulatory tailwind + treasury/issuer model — CRCL/COIN, MSTR as BTC treasury proxy. Restructured 2026-05-17 (absorbs the stand-alone CRCL slot).

6 names · 71 callers

$CRCLcore
17 callers-20.1%
$COINcore
23 callers-9.8%
$HOODcore
28 callers-4.7%
$IBIT
9 callers-1.9%
$GLXY
13 callers-1.8%

Backed by @925stockman, @B0thSidesNow, @BTDenominator +68 more

Fintech / Payments

BEARISH-21.9%

Stablecoin rails, payment networks, modern brokerages.

2 names · 14 callers · 33d avg lead

$CRCAcore
8 callers-40.5%
$LABXcore
6 callers-3.3%

Backed by @BitBlitz, @DerekFreemanDF, @Eduardxutler +11 more