Momentum in lidar and AI infrastructure growth stocks

Conviction: 55% · Horizon: 6M · 2026-05-22

Strong price action highlights investor appetite for lidar and AI infrastructure exposure

Ouster and Nebius are showing strong short-term momentum, suggesting that investors are rewarding companies positioned around autonomy, sensing technologies, cloud infrastructure, and AI compute demand.

Instrument	Side	Target	Reason
OUST	Long		Ouster offers leveraged exposure to adoption of lidar across industrial, automotive, robotics, and smart infrastructure markets, with strong price momentum indicating improving investor confidence.
NBIS	Long		Nebius provides exposure to AI infrastructure demand, where rising compute needs can support revenue growth and valuation expansion if execution remains strong.

Themes

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Government capital accelerates the quantum computing trade 2026-05-24

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QUAL Quality Compounders Become More Attractive During Selloffs 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

MU RKLB META HOOD RIVN Concentrated growth portfolio with selective profit taking 2026-05-22

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

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

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

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HCSG HCSG Gains Support From Higher Profit Estimates 2026-05-22

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UVE THG Value Insurance Stocks With Improving Earnings Outlooks 2026-05-22

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SPY Monetary policy squeeze and global carry-trade risk 2026-05-22

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

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Green Plains Profit Expectations Rebound Sharply 2026-05-21

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

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Physical AI increases the value of edge inference 2026-05-21

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

KFS ACP.WA PRM Small, Cheap Companies Can Compound Into Multibaggers 2026-05-20

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