Wall Street’s Next Mania
A powerful speculative narrative is taking shape, as Wall Street is searching for leverage to the next wave of AI infrastructure demand and geopolitical reshoring trends. From sovereign GPU deployments and rare earth mineral supply chains to photonic networking and edge-compression technology, investors are increasingly rewarding companies positioned around next-generation compute, defense readiness, and data-intensive applications. $YOOV, $SNAL, $XERI, $MOBX, $AIIO, $AEHL, $POET, $PCT, $ALP