Only 4 themes profitable in 2026: +18% AI infra / semis (memory, data centers, tsmc, asml, ec) +10.5% Defense / drones (palantir, robotics, satellites) +9.6% Energy (bloom, quanta, centrus, CEG, etc) +6.7% Bitcoin Miners (CORZ, IREN, etc). Blood bath everywhere else. Congrats to those long semis / defense / energy. miners in 2026 YTD.