Only 4 themes profitable in 2026:
+18% AI infra / semis (memory, data centers, tsmc, asml, ec)
+10.5% Defense / drones (palantir, robotics, satellites)
+9.6% Energy (bloom, quanta, centrus, CEG, etc)
+6.7% Bitcoin Miners (CORZ, IREN, etc).
Blood bath everywhere else.
Congrats to those long semis / defense / energy. miners in 2026 YTD.

Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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