Which one will be the next ten-bagger?

First wave (semiconductors): NVDA, ARM, AMD, AVGO, INTC, TSM

Second wave (storage chips): MU, WDC, STX, SNDK

Third wave (optical modules/optical communication): NOK, LITE, COHR, AAOI, GLW, CIEN, MRVL

Fourth wave (AI computing power & data centers): IREN, CIFR, WULF, CORZ, NBIS, CRWV, SMCI, DELL

Fifth wave (network equipment): ANET, AVGO, MRVL, CSCO

Sixth wave (power/grid/temperature control): VRT, ETN, GEV, CEG, SMR, OKLO, VST

Seventh wave (raw materials/rare earths): MP, USAR, UUUU, FCX, AA

Eighth wave (aerospace): ASTS, RKLB, LUNR, PL

Ninth wave (final applications): TSLA, PLTR, SYM, SERV