Group
Atoms Bits Long
10 themes92 tickers
10D rank10D#104of 172 groups/172
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.
Adv Semi Process Materials+67.71%10.0%
AI Materials+30.95%10.0%
Aluminum, Beryllium & Titanium+28.83%10.0%
Carbon Fiber & Carbon Steel+41.27%10.0%
Construction & Mining Equipment+30.99%10.0%
Energy Bottlenecks+21.60%10.0%
Mining Capex+24.09%10.0%
Superalloys+43.79%10.0%
Telecom Infrastructure-8.76%10.0%
Tungsten Supply Chain+136.66%10.0%
As of Oct 9, 2026, 4:20 AM ET
Themes in this group
| Atoms Bits Long '26: Adv Semi Process MaterialsAdv Semi Process Materials | 14 | $19.30B | $231.56B | -1.82% | +6.23% | +7.60% | +2.06% | +63.69% | +67.71% | +80.59% | +111.60% | +1.86% | +3.50% | +18.60% | +112.23% | -1.59% | -1.73% |
| Atoms Bits Long '26: AI MaterialsAI Materials | 6 | $15.03B | $90.19B | -2.05% | +3.56% | +4.71% | +1.32% | +25.38% | +30.95% | +37.76% | +31.86% | +4.31% | +10.14% | +0.68% | +55.78% | +4.11% | +1.44% |
| Atoms Bits Long '26: Carbon Fiber & Carbon SteelCarbon Fiber & Carbon Steel | 5 | $4.23B | $21.13B | -0.02% | +2.56% | +1.13% | +1.43% | +37.47% | +41.27% | +54.16% | +42.82% | -6.08% | +2.65% | +7.02% | +64.44% | +5.94% | -9.62% |
| Atoms Bits Long '26: Telecom InfrastructureTelecom Infrastructure | 5 | $127.72B | $638.58B | +1.05% | +1.30% | -9.20% | +0.74% | -5.68% | -8.76% | -9.94% | +5.37% | -4.86% | -9.26% | -15.34% | -18.58% | +2.06% | -5.71% |
| Atoms Bits Long '26: SuperalloysSuperalloys | 14 | $12.51B | $162.67B | -1.64% | -0.95% | -7.71% | -1.31% | +23.68% | +43.79% | +82.27% | +204.52% | -10.61% | -2.84% | -4.20% | +86.23% | +0.04% | -19.00% |
| Atoms Bits Long '26: Aluminum, Beryllium & TitaniumAluminum, Beryllium & Titanium | 12 | $6.44B | $77.32B | -1.43% | -2.83% | -12.61% | +0.20% | +11.74% | +28.83% | +73.47% | +156.51% | -15.63% | -20.64% | -14.03% | +99.53% | +2.24% | -10.92% |
| Atoms Bits Long '26: Mining CapexMining Capex | 8 | $25.42B | $203.35B | -1.76% | -3.26% | -6.89% | -1.07% | +23.59% | +24.09% | +70.45% | +90.27% | +1.83% | +6.70% | -7.80% | +60.16% | -1.84% | +4.01% |
| Atoms Bits Long '26: Construction & Mining EquipmentConstruction & Mining Equipment | 9 | $69.93B | $629.36B | -2.43% | -4.18% | -7.34% | -2.46% | +32.68% | +30.99% | +61.94% | +80.51% | +0.83% | +14.11% | -2.57% | +60.01% | +6.55% | -4.26% |
| Atoms Bits Long '26: Energy BottlenecksEnergy Bottlenecks | 10 | $34.24B | $342.44B | -1.10% | -4.69% | -9.27% | -1.35% | +17.21% | +21.60% | +64.17% | +69.79% | -6.40% | -1.01% | -4.86% | +50.02% | -1.22% | -1.25% |
| Atoms Bits Long '26: Tungsten Supply ChainTungsten Supply Chain | 13 | $6.35B | $82.49B | -2.59% | -7.32% | -19.28% | -7.35% | +66.95% | +136.66% | +307.96% | +432.01% | -14.51% | -10.09% | -20.06% | +292.75% | -1.72% | -14.17% |
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