Disruptive Theme of the Week: Hot Themes in the New YearETF Trends is now VettaFi. Read More --Someone asked me the other day, "What are the hot themes for the new year?†To start the year, we have seen some pretty impressive outsized performance from several key investment themes. And these trends seem poised to continue.## Uranium Going NuclearUranium Mining ETFs have been among the top-performing themes so far this year. Of course, uranium is a key input for nuclear power, with demand driven by AI data ce ...

Core Insights - Alphabet Inc. is advancing its "Suncatcher" plan to deploy data centers in space, with prototype servers expected to launch by 2027 to address terrestrial power limitations [1][5] - The initiative aims to utilize solar energy in orbit, which is more efficient than terrestrial solar energy harvesting [2] - The project is seen as a "moonshot" akin to Waymo and Google Quantum AI, with the potential to revolutionize data processing [2] Project Overview - The roadmap for Project Suncatcher begins in 2027, with plans to send small racks of machines to satellites for testing thermal management and reliability [3] - If successful, the project could lead to a significant shift of AI training operations off-planet within a decade [6] SpaceX Collaboration - The logistics of launching heavy server racks into orbit are expected to rely on SpaceX's capabilities, particularly the Starship, which is deemed critical for this initiative [4] - Elon Musk's interest in the project highlights the potential collaboration between Alphabet and SpaceX [4] Industry Context - The push for orbital computing is a response to a severe "power bottleneck" faced by tech companies due to increasing AI demands [5] - Google's Project Suncatcher aims to create a zero-carbon, always-on computing layer to alleviate these energy constraints [5] Financial Performance - Alphabet's stock has shown strong performance, with GOOG shares rising 65.12% year-to-date, outperforming the Nasdaq Composite and Nasdaq 100 indices [7] - Class C shares have increased by 78.17% over the year, indicating robust market confidence [7]