let's discuss the next bottleneck ---- my thoughts best risk reward is robotics

what are your thoughts on the next bottleneck stocks here that -- I am sure most of us know of them all --

I personally think it will be in the robotic sector --- OUST, TER, SYNA, CCXI, etc ( a lot of adds in 2026 for me)

\- photonics - AAOI, MRVL, CRDO, SIVE, etc (small plays in 2026 for me)

\- data center - NBIS, CRWV (great add in 2025 for me)

\- energy - BE, CEG, GEV, solar, etc (great add in 2026 for me)

\- rare earth - MP

\- power semi - ON, NVTS, IFNNY, etc -- not in it

\- robotics play -- a lot of sections under here

\- yes memory too (2025 amazing add)