The AI CAPEX wave has 74 Reddit-mentioned tickers. Here is the 75th - and why it may be better than the rest!

Roughly a week ago I wrote a very popular post here in r/stocks asking what are the best stocks to play +44% YoY Big Tech CAPEX acceleration wave. It had more than 200 comments. I finally went though all of them and collected all tickers mentioned. Sharing the results!

**Large Cap (>=$50B) - 32 tickers**

Most mentioned: AMD (25), MU (19), AVGO (13), VRT (12), NVDA (10), TSM (10), AMAT (8), ASML (7), LRCX (7), ANET (6), MRVL (5), CEG (5), AMZN (5), CAT (5), SNDK (4), MSFT (4), GOOG (3), VST (3), KLAC (3)

Also mentioned: WDC (2), DELL (2), GEV (1), ARM (1), FDX (1), FIX (1), PWR (1), MPWR (1), QCOM (1), INTC (1), META (1), IBKR (1), CMI (1)

**Mid Cap ($2B–$50B) - 27 tickers**

Most mentioned: NBIS (12), ASTS (7), ALAB (4), IREN (4), CRWV (3), CLS (3), EME (3), GNRC (3)

Also mentioned: COHR (2), LITE (2), APLD (2), SMCI (2), APG (2), SMG (2), SITM (1), PEG (1), AAOI (1), WULF (1), HPE (1), OSK (1), S (1), HBM (1), OKLO (1), RKLB (1), LUNR (1), HUT (1), CIFR (1)

**Small Cap / ETF (<$2B or fund) - 15 tickers**

Stocks: POET (1), RCAT (1), RDW (1)

ETFs / funds: EWY (7), SMH (7), SK (7), KORU (2), NUKZ (1), ARTY (1), QTUM (1), BOTZ (1), AIQ (1), CHAT (1), SMHX (1), SOXX (1)

You know what was not mentioned even once? **RMBS**

Few days ago I found a compelling pitch (source in comments) which argued that RMBS can still be played on the last thematic AI CAPEX play (basically - memory). Mini pitch would be:

Rambus is transforming into a critical provider of AI infrastructure chips, particularly memory interface solutions like DDR5 and CXL, as evidenced by its 41% product revenue growth. It operates with high margins and high cash flow ($3.6 billion annually), positioning it as an undervalued semiconductor oligopolist essential for overcoming AI's memory bandwidth bottleneck. Despite short-term noise like a CFO departure, the company's fundamental strength and strategic direction are solid. With a P/OCF of 30x versus peers at 47-55x, Rambus offers significant upside based on its **current AI-driven product ramp** and future **CXL growth potential**.

What do you think? Any other big misses?