ThesisOS

Canon

Stocks

8 names · stock-brain/03-stocks/

Ticker	Company	Role	Conviction	Themes	Bottleneck Exposure	Updated
AIXA	—	—	—			—
ALMU	—	—	—			—
LYSDY	—	—	—			—
MP	—	—	—			—
NEO	—	—	—			—
NVDA	NVIDIA	core	high	ai factory architecture	compute, networking, rack-scale systems +2	2026-03-19
ONDS	—	—	—			—
VECO	—	—	—			—