Physical AI increases the value of edge inference

Conviction: 74% · Horizon: 5Y · 2026-05-21

Edge devices need local inference for latency, reliability, and context

Physical AI systems often cannot depend solely on cloud compute because decisions must be fast, reliable, and close to the operating environment. Chips optimized for local inference can capture growing value as automation spreads into factories, robots, vehicles, and industrial devices.

Instrument	Side	Target	Reason
AMD	Long		AMD’s combination of CPUs, GPUs, adaptive SoCs, and FPGA capabilities positions it to benefit from local AI inference workloads where power efficiency, latency, and workload-specific optimization matter.

Themes

GLD Gold remains attractive despite short-term weakness 2026-05-24

OUST Ouster revenue growth could support a major rerating 2026-05-24

FEIM Space infrastructure suppliers 2026-05-24

Permissioned Dollar Infrastructure 2026-05-24

Higher bond yields pressure equity valuations 2026-05-24

Momentum growth stocks break out across speculative technology themes 2026-05-24

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Stagflation regime shift 2026-05-23

Precision timing infrastructure for space and quantum systems 2026-05-23

Hecla Mining as a focused silver exposure 2026-05-23

SSLN.L Silver exposure through a physically backed exchange-traded product 2026-05-23

QUAL Quality Compounders Become More Attractive During Selloffs 2026-05-23

SPY Liquidity Suppression Can Extend the Equity Rally 2026-05-23

SH Leverage and Inflation Raise Drawdown Risk 2026-05-23

CRDO Credo remains an AI connectivity optics play 2026-05-23

INTC CSCO DDOG FTNT DOCN QCOM COP AI Infrastructure and Software Rotation 2026-05-23

CTGO HL Silver miners with asymmetric upside 2026-05-23

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RGTI ASTS NVTS RDW BB ENPH FCEL Speculative technology momentum is accelerating across small-cap growth stocks 2026-05-22

SREMF Scandium Junior Miner Momentum 2026-05-22

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SGML SGML Benefits From Strong Earnings Revision Momentum 2026-05-22

VSH VSH Supported by Major Earnings Estimate Upgrades 2026-05-22

ASIC ASIC Backed by Improving Insurance Earnings Outlook 2026-05-22

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OUST NBIS Momentum in lidar and AI infrastructure growth stocks 2026-05-22

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NBIS OUST AI Infrastructure Stocks Show Strong Momentum 2026-05-21

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RGTI Volatile upside setup in quantum computing stocks 2026-05-21

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Quantum Computing Stocks Rally on Expected U.S. Funding 2026-05-21

Small Long Position in Itron 2026-05-21

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Profitable AI tokens turn compute into revenue infrastructure 2026-05-21

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KSS Value Stocks With Improving Earnings Expectations 2026-05-20

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QQQ Higher-for-longer yields pressure risk assets 2026-05-20

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LITE UCTT AMAT Photonics and Semiconductor Momentum Picks 2026-05-20

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