Group
Atoms Bits Long
10 themes84 tickers
10D rank#66of 142 groups
Bits suck, atoms are better! This group digs into the physical world building the future: from AI materials and critical metals to mining gear and telecom infrastructure. We focus on the real-world bottlenecks and pricing power emerging from surging demand in AI, defense, and electrification.
Atoms Bits Long '26: AI Materials+31.42%10.0%
Atoms Bits Long '26: Aluminum, Beryllium & Titanium+70.16%10.0%
Atoms Bits Long '26: Carbon Fiber & Carbon Steel+51.45%10.0%
Atoms Bits Long '26: Construction & Mining Equipment+37.75%10.0%
Atoms Bits Long '26: Electronic Chemicals+40.92%10.0%
Atoms Bits Long '26: Energy Bottlenecks+44.94%10.0%
Atoms Bits Long '26: Mining Capex+36.16%10.0%
Atoms Bits Long '26: Superalloys+61.68%10.0%
Atoms Bits Long '26: Telecom Infrastructure-12.23%10.0%
Atoms Bits Long '26: Tungsten Supply Chain+269.76%10.0%
As of Aug 24, 2026, 4:48 AM ET
Themes in this group
Build 20260824T084825
| Atoms Bits Long '26: Tungsten Supply Chain | 13 | $7.70B | $100.12B | +5.25% | +9.98% | +18.65% | +32.55% | +108.37% | +269.76% | +655.12% | +725.96% | -12.91% | +0.65% | -0.23% | +416.31% | -1.08% | +19.58% |
| Atoms Bits Long '26: Telecom Infrastructure | 5 | $135.48B | $677.40B | +0.67% | +2.89% | +6.84% | +4.64% | +2.73% | -12.23% | +5.81% | +3.99% | +4.73% | -4.42% | -7.78% | -11.31% | +1.95% | +4.75% |
| Atoms Bits Long '26: Mining Capex | 8 | $26.73B | $213.82B | +2.45% | +2.85% | +7.69% | +7.26% | +24.36% | +36.16% | +75.68% | +92.77% | +2.27% | +0.96% | -7.23% | +61.23% | -2.17% | +8.62% |
| Atoms Bits Long '26: Construction & Mining Equipment | 9 | $71.51B | $643.59B | +2.97% | +1.86% | +9.51% | +8.83% | +34.18% | +37.75% | +67.64% | +75.99% | +6.10% | +7.52% | -0.72% | +61.88% | +6.46% | -2.90% |
| Atoms Bits Long '26: AI Materials | 6 | $15.51B | $93.04B | +0.87% | -0.07% | +2.36% | +2.29% | +20.37% | +31.42% | +37.38% | +33.34% | -5.41% | +11.97% | -3.34% | +49.55% | +4.50% | -1.10% |
| Atoms Bits Long '26: Energy Bottlenecks | 10 | $35.68B | $356.84B | +1.94% | -1.68% | +8.83% | +3.58% | +24.14% | +44.94% | +81.97% | +77.38% | +1.86% | +9.11% | +0.77% | +59.96% | -1.07% | +2.27% |
| Atoms Bits Long '26: Electronic Chemicals | 6 | $7.22B | $43.31B | +1.28% | -2.88% | -0.38% | +5.27% | +38.70% | +40.92% | +26.45% | +12.82% | -14.76% | +1.02% | +2.81% | +45.15% | +7.07% | -0.02% |
| Atoms Bits Long '26: Superalloys | 14 | $14.75B | $191.72B | +0.54% | -4.01% | +2.23% | +4.96% | +32.04% | +61.68% | +120.24% | +205.99% | -6.13% | +9.16% | +2.25% | +98.84% | -0.48% | -4.78% |
| Atoms Bits Long '26: Carbon Fiber & Carbon Steel | 5 | $4.49B | $22.47B | +0.54% | -5.07% | +3.08% | +4.85% | +42.14% | +51.45% | +59.10% | +47.87% | +2.14% | +9.09% | +10.66% | +70.11% | +5.75% | -4.16% |
| Atoms Bits Long '26: Aluminum, Beryllium & Titanium | 12 | $7.25B | $87.04B | +1.84% | -6.62% | +3.14% | +3.27% | +25.10% | +70.16% | +109.25% | +224.38% | -9.81% | -7.91% | -3.74% | +123.48% | +1.28% | -7.12% |
Default: 10D ↓ · Click headers to sort · Shift+click secondary