NBISAI Cloud
Nebius Group
OPEN WORKBOOK →YOUNG BULL RESEARCH TERMINAL
Own the companies behind the trade.
Stock research for the physical layer of AI, built around a real portfolio, transparent theses and company-level workbooks.
PORTFOLIO19 Holdings
UNIVERSE51+ Stocks
PRIMARY THEMEAI Infrastructure
RESEARCHActively Updated
REAL POSITIONS
Young Bull Portfolio
MUMemory
Micron Technology
OPEN WORKBOOK →CRDOConnectivity
Credo Technology
OPEN WORKBOOK →PENGAI Systems
Penguin Solutions
OPEN WORKBOOK →OUSTPhysical AI
Ouster
OPEN WORKBOOK →ANETNetworking
Arista Networks
OPEN WORKBOOK →SILCNetworking
Silicom
OPEN WORKBOOK →WYYYoung Bull Portfolio
WYY
OPEN WORKBOOK →ARMCompute Architecture
Arm Holdings
OPEN WORKBOOK →OSSEdge AI
One Stop Systems
OPEN WORKBOOK →ASTSSpace Connectivity
AST SpaceMobile
OPEN WORKBOOK →ALABConnectivity
Astera Labs
OPEN WORKBOOK →XNDUYoung Bull Portfolio
XNDU
OPEN WORKBOOK →FNOptical Manufacturing
Fabrinet
OPEN WORKBOOK →SITMTiming
SiTime
OPEN WORKBOOK →ALMUYoung Bull Portfolio
ALMU
OPEN WORKBOOK →WOLFYoung Bull Portfolio
WOLF
OPEN WORKBOOK →LPKFFYoung Bull Portfolio
LPKFF
OPEN WORKBOOK →RKLBSpace Infrastructure
Rocket Lab
OPEN WORKBOOK →MODEL OUTPUT
Highest Scored Stocks
01
COHROptics
Optical components required for faster AI networks.
9202NBISAI Cloud
High-beta AI infrastructure and cloud capacity exposure.
9203BWXTNuclear Components
Specialized nuclear components and defense exposure.
9004LRCXSemiconductor Equipment
Memory and advanced-node process exposure.
8805SMRAdvanced Nuclear
SMR commercialization optionality.
8706ARMCompute Architecture
CPU architecture increasingly important across edge and data center.
86LATEST WORK
Research Library
Critical Minerals · Premium
Do Not Buy the Robot. Buy the Export License.
Connectivity · Premium
I Passed on This Stock at $188. Today I Paid $327.
Power · Free
AI Ran Out of Transformers. One Company Makes the Steel.
Power & Cooling · Free