Dronski’s Watchlist.
What I’m loading up on, holding, and watching.
Tap any ticker for the thesis and live chart.
Vertical
AI / Compute
Chip cycle, frontier compute, and the picks-and-shovels powering the AI buildout.
Vertical
AI Photonics
Optical transceivers, silicon photonics, and the laser-driver semis at the physical interface of AI clusters. Picks-and-shovels inside the picks-and-shovels.
Vertical
AI Power & Data
Power generation, datacenter capacity, and former crypto miners pivoting to AI compute. Situational Awareness LP thesis playing out.
Vertical
Space & Satellite
Launch cadence, satellite constellations, direct-to-cell, and lunar/defense-adjacent space plays.
Vertical
Defense & Drones
Modernization buildout, autonomous systems, software-defined warfare, and supply-chain reshoring.
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Robotics & Automation
Physical AI, humanoids, warehouse automation, and the autonomy stack.
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Quantum Computing
Trapped-ion, superconducting, photonic, and annealing systems. Plus the post-quantum security layer compliance is starting to mandate.
Vertical
Short Squeeze
High short-interest names with squeeze setup. The 'Watching' bucket pulls the top-probability candidates from Short Squeeze Radar.
Vertical
Energy & Special Sits
Oil sands, nuclear, special situations from the smart-money playbook (Einhorn / Tepper / Ackman).
Not financial advice
These are picks I’m personally watching.
Public document of my own positioning & research. Not a recommendation. Always do your own work. Real-time entries, exits, and updates live on X — this view compounds them with live prices, sentiment, and filings.
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