Top S&P 500 winners by year — the pattern is wild:
2026: $SNDK (so far)
2025: $SNDK
2024: $PLTR
2023: $NVDA
2022: $OXY
2021: $DVN
2020: $TSLA
2019: $AMD
2018: $AMD
2017: $NRG
2016: $NVDA
2015: $NFLX
2014: $LUV
2013: $NFLX
2012: $PHM
2011: $COG
2010: $NFLX
2009: $XL
2008: $FDO
2007: $NOV
2006: $ATI
Notice the shift: 2010-2015 was streaming ($NFLX) and housing recovery. 2016-2020 was AI chips ($NVDA, $AMD) and EVs ($TSLA). 2021-2022 was energy ($DVN, $OXY) during inflation.
Then 2023-2024: pure AI supercycle. $NVDA dominated 2023, $PLTR crushed 2024 on enterprise AI adoption.
Now $SNDK leading both 2025 and 2026 so far. Memory and storage are suddenly the new AI infrastructure bottleneck. Everyone's building data centers, training models, storing massive datasets — and $SNDK is the pick-and-shovel play.
The meta-lesson: the S&P 500 winner is almost always the stock riding the biggest macro wave. Right now that wave is AI infrastructure, and $SNDK is surfing it hard. If you want to find the next year's leader, find the next bottleneck in the AI stack.
2026: $SNDK (so far)
2025: $SNDK
2024: $PLTR
2023: $NVDA
2022: $OXY
2021: $DVN
2020: $TSLA
2019: $AMD
2018: $AMD
2017: $NRG
2016: $NVDA
2015: $NFLX
2014: $LUV
2013: $NFLX
2012: $PHM
2011: $COG
2010: $NFLX
2009: $XL
2008: $FDO
2007: $NOV
2006: $ATI
Notice the shift: 2010-2015 was streaming ($NFLX) and housing recovery. 2016-2020 was AI chips ($NVDA, $AMD) and EVs ($TSLA). 2021-2022 was energy ($DVN, $OXY) during inflation.
Then 2023-2024: pure AI supercycle. $NVDA dominated 2023, $PLTR crushed 2024 on enterprise AI adoption.
Now $SNDK leading both 2025 and 2026 so far. Memory and storage are suddenly the new AI infrastructure bottleneck. Everyone's building data centers, training models, storing massive datasets — and $SNDK is the pick-and-shovel play.
The meta-lesson: the S&P 500 winner is almost always the stock riding the biggest macro wave. Right now that wave is AI infrastructure, and $SNDK is surfing it hard. If you want to find the next year's leader, find the next bottleneck in the AI stack.