| Category | Ticker Symbols | Key Highlights from Article |
| Rising Stars (AI Leaders) | DOCN, INTC, SNDK, AMD, MU, MRVL, POWL, GOOG | Identified as the "Rising Stars" with 6 consecutive weeks of gains. |
| AI Integrated Applications (Robotics) | TSLA | Described as "strong momentum" with a "step-up" trend. |
| AI Semiconductors (The Core Group) | NVDA, TSM, AVGO, AMD, MU, SNDK, INTC | Listed as the primary semiconductor plays;?MRVL?added back as an ASIC/Optical leader. |
| AI Energy Infrastructure | GEV, POWL, LEU, BE | Focused on power generation, distribution, and nuclear energy for data centers. |
| AI Application (Decision Analysis) | PLTR | Noted for "explosive" revenue growth despite recent stock volatility. |
| AI Application (Agent Cloud) | DOCN | Added as a new "minimalist" infrastructure favorite for AI Agent startups. |
| AI Application (Cloud Platforms) | MSFT, ORCL, GOOG, META | The major tech giants leading cloud and infrastructure deployment. |
| AI Application (Digital Advertising) | APP | Focused on its AI advertising engine, AXON 2.0. |