Companies building the future
The leading companies in each segment: what they are, what they do, the evidence behind the thesis and what could still go wrong. Real-time charts provided by TradingView.
NVIDIA
Fabless chip designer that became the main supplier of accelerated computing for artificial intelligence.
TSMC
The world’s largest contract chip manufacturer (foundry).
ASML
The world’s only maker of EUV lithography machines, required for the most advanced chips.
Microsoft
Software and cloud giant that put generative AI at the center of its products.
Alphabet (Google)
Google’s parent company, with leading AI research (Google DeepMind) and in-house chips.
Meta Platforms
Owner of Facebook, Instagram and WhatsApp, betting on open AI models and smart glasses.
Intuitive Surgical
Pioneer and leader in surgical robots.
Tesla
Electric car and battery maker that now presents itself as an AI and robotics company.
Symbotic
Robotic automation for warehouses and distribution centers.
Constellation Energy
The largest nuclear plant operator in the US, spun off from Exelon in 2022.
Oklo
Next-generation nuclear microreactor startup, still without meaningful revenue.
NextEra Energy
One of the world’s largest wind and solar power generators.
Rocket Lab
End-to-end space company: rockets, satellites and components.
AST SpaceMobile
Builds satellites that connect ordinary phones directly from space.
Intuitive Machines
Lunar exploration company that made the first commercial Moon landing.
Lockheed Martin
The world’s largest defense company by revenue.
Palantir
Data analytics and AI software for governments and companies.
Kratos Defense
Specialist in low-cost military drones, hypersonics and space systems.
IonQ
Trapped-ion quantum computers.
Rigetti Computing
Superconducting quantum computers with its own chip fab.
IBM
Century-old tech company leading the race for large-scale quantum computers.
CRISPR Therapeutics
Pioneer of CRISPR gene-editing therapies.
Recursion
Biotech using AI and automation to discover drugs.
Eli Lilly
Pharma company leading the obesity and diabetes drug revolution.
Educational content. Not a recommendation to buy or sell any asset.