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Atoms Bits Long

9 themes · 62 tickers

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.

Chart (~1Y)

Themes in this group

Data as of · build 20260331T211629

ThemeTickers
Atoms Bits Long '26: AI Materials6
Atoms Bits Long '26: Aluminum, Beryllium & Titanium12
Atoms Bits Long '26: Carbon Fiber & Carbon Steel5
Atoms Bits Long '26: Construction & Mining Equipment9
Atoms Bits Long '26: Electronic Chemicals5
Atoms Bits Long '26: Energy Bottlenecks10
Atoms Bits Long '26: Mining Capex8
Atoms Bits Long '26: Telecom Infrastructure5
Atoms Bits Long '26: Tungsten & Superalloys5

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