Powering the AI Buildout | $VPG $PENG $FCEL
Episode Summary
The Daily Stack hosts the 25-year-old investor known as Thematic Trader. He makes his case for three stocks he says make up 80% of his portfolio: FuelCell Energy ($FCEL), Vishay Precision Group ($VPG) and Penguin Solutions ($PENG). He also covers lidar names $OUST, $AEVA and $HSAI, the photonics trade, his view that small caps can lead for the next three to six months, and the risks of overleveraging. This podcast is powered by Scanley, AI visibility for banks and credit unions.
About This Episode
This episode of The Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- Powering the AI Buildout | $VPG $PENG $FCEL
- Channel
- The Daily Stack
- Published
- June 10, 2026
- Duration
- 57:12
- YouTube ID
- TCFV97KJYTk
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