AGI Scorecard › SunWatch › Coverage

Stock coverage, in English

18 names, grouped by the part of the AI cycle they belong to. Each page carries the investment case, the size, what actually protects the business, who it competes with, and the risk that would end the thesis — plus the live quote. Entry zones, stop lines and sizing are pre-registered before the outcome and are Pro content; the public record shows how the calls turned out, losers included.

Direct vehicle
Tron Inc. TRON
TRX price times treasury size gives NAV per share; Justin Sun's statements and litigation hit the stock directly.
Memory
SanDisk SNDK
The flagship test case for the “we will never have enough memory” thesis.
Micron MU
The HBM/DRAM mainline — direct beneficiary of capacity booked out to 2027-28.
Western Digital WDC
HDD and nearline storage — the cold-data tier of the AI data center.
SK hynix ADR SKHY
The global HBM leader at roughly 60% share. Listed Jul 10, 2026 at a $149 issue price — the largest memory listing on record.
Physical AI
NVIDIA NVDA
The compute and simulation substrate for physical AI (Isaac, Jetson Thor).
Tesla TSLA
Optimus: the Fremont line was set to start production from late July into August, with an initial capacity target of one million units a year. Model S/X production ended in May to free the line — a burn-the-boats transition.
Serve Robotics SERV
The only small-cap pure-play robotics name in US equities — a sidewalk-delivery robot operator once backed by Nvidia.
Symbotic SYM
The US warehouse-automation leader, deeply tied to Walmart.
Space
SpaceX SPCX
Listed June 12, 2026 in the largest IPO in history ($1.75T, $135 issue price) — the space economy's principal became directly investable, and premium-to-NAV proxies lost their reason to exist the same day.
Rocket Lab RKLB
The only high-cadence commercial launch + space-systems name outside SpaceX; Neutron (medium-lift) is at a decisive milestone and a $397M Space Force contract is in hand.
Destiny Tech100 DXYZ
The former “SpaceX shadow stock” — a thesis that died the day SPCX listed.
Energy
Constellation Energy CEG
The nuclear and AI-power expression of the “we run out of energy” thesis.
Stablecoins
Circle CRCL
Sun’s own “the Circle of China” comparison is backhanded evidence that Circle is the orthodox stablecoin name.
Crypto beta
Coinbase COIN
Exchange beta on the bull-cycle call.
Robinhood HOOD
Beta on retail trading activity.
Coin-treasury equities
Strategy MSTR
The origin of the coin-treasury model: the balance sheet is the position.
Trump-adjacent
Trump Media DJT
The source of negative sentiment in the mutual litigation between Sun and the Trump family.
Chinese-only for now (30)
These are tracked on the Chinese side and have no English page yet. The links work, the pages are in Chinese — said plainly rather than showing a shorter list without explanation.
Hong Kong (11)
7709.HK · 9880.HK · 9660.HK · 2498.HK · 1810.HK · 0981.HK · 1347.HK · 0863.HK · 1816.HK · 6651.HK · 2432.HK
China A-shares (19)
603986.SH · 301308.SZ · 688525.SH · 688008.SH · Unitree (pre-IPO) · 688017.SH · 002050.SZ · 002747.SZ · 300124.SZ · 603667.SH · 603009.SH · 003021.SZ · 603728.SH · 603662.SH · 688322.SH · 688722.SH · 601985.SH · 600118.SH · 300468.SZ
From the AGI Scorecard network
Score a basket of these tickers against the eight graded AGI-2027 predictions — free, no sign-up: AI Stock Exposure Check →
Get specific entry/exit levels & real-time trigger alerts
Free: send /start to @sunwatchBot for daily signal previews · public track record · upgrade to Pro
📮 Or by email: one email when a call is graded, confidence moves, or a trigger fires — and not otherwise → subscribe free

Research framework, not investment advice. Markets involve risk of loss.