u/WasteKoala473

S Tier

RKLB (Space) • ASTS (Satellite cellular) • CRWD (Cybersecurity) • SMCI (AI servers) • CLSK (Bitcoin mining)

A Tier

FLNC (Grid batteries) • OXY (Oil) • EQT (Natural gas) • FCX (Copper) • PNG (Defense robotics) • ONDS (Drones) • SONY (Gaming/AI) • HAL (Oil services)

B Tier

CLF (Steel) • NOK (Telecom) • SIVE (Semis) • EVTL (Flying taxis) • HOVR (Aerospace) • TLF (Biotech) • SLS (Biotech) • GCTS (Chips)

C Tier

PENG (AI infra) • CHPX (Speculative) • DFTX (Speculative) • RSLV (Early-stage) • DGXX (Low conviction) • ALP (Speculative) • DPRO (Drone tech) • SPAC (Merger bet)

Based on my reading some Reddit posts I picked stocks from comments and I asked chat gpt to make a plan. Here is the answer

With $20,000 and a high-risk/high-upside approach from your list, I’d lean toward concentrating into the strongest themes instead of spreading too thin.

Example aggressive allocation:

25% — ASTS → $5,000

Biggest asymmetric upside if direct-to-phone satellite service scales.

20% — RKLB → $4,000

Strongest execution and fundamentals among the space plays.

20% — SMCI → $4,000

AI infrastructure momentum could continue for years.

10% — SOUN → $2,000

Pure AI speculation with strong momentum potential.

10% — CLSK → $2,000

Bitcoin cycle exposure.

5% — SLS → $1,000

Biotech lottery ticket.

5% — KRKNF → $1,000

Quiet defense/ocean-tech growth.

5% cash reserve → $1,000

For dips or opportunities.