A look back at the 12 biggest gainers in U.S. stocks over the past year 🔥 Take a cue from their investment logic!
The list of the 12 U.S. stocks with the biggest market cap gains over the past year is out 📈. Their investment logic turns out to share a lot of similarities with narratives in crypto. Let’s take a look 👇
1️⃣ Storage chips/memory: SNDK, WDC, STX, and MU made the list
The data boom has driven a surge in demand for storage. AI computing power depends on massive amounts of data storage. In crypto, the logic is much the same for on-chain data, node storage, and decentralized storage: growing volumes of data drive demand for hardware 💾
2️⃣ Optical communications/networking equipment: LITE, CIEN, COHR
Data centers are expanding rapidly, making high-speed connectivity essential. In crypto, high-speed nodes, network infrastructure, and computing networks all revolve around the same underlying narrative: “high-speed connectivity” 🌐
3️⃣ Clean energy/hydrogen: BE posted impressive gains
The market is starting to pay more attention to energy infrastructure. Whether it’s computing power in U.S. stocks or crypto mining and node operations, all of it depends on a stable energy supply ⚡
4️⃣ Industrial services/electronics manufacturing: FIX, CLS
Investors aren’t just betting on core chips—upstream and downstream construction, manufacturing, and support services are also in demand. It’s the same in crypto: opportunities aren’t limited to public blockchains and major coins; niche areas like computing service providers and hardware support can also offer potential 🔧#美股 #Fed minutes focus on an October pause in rate hikes
The list of the 12 U.S. stocks with the biggest market cap gains over the past year is out 📈. Their investment logic turns out to share a lot of similarities with narratives in crypto. Let’s take a look 👇
1️⃣ Storage chips/memory: SNDK, WDC, STX, and MU made the list
The data boom has driven a surge in demand for storage. AI computing power depends on massive amounts of data storage. In crypto, the logic is much the same for on-chain data, node storage, and decentralized storage: growing volumes of data drive demand for hardware 💾
2️⃣ Optical communications/networking equipment: LITE, CIEN, COHR
Data centers are expanding rapidly, making high-speed connectivity essential. In crypto, high-speed nodes, network infrastructure, and computing networks all revolve around the same underlying narrative: “high-speed connectivity” 🌐
3️⃣ Clean energy/hydrogen: BE posted impressive gains
The market is starting to pay more attention to energy infrastructure. Whether it’s computing power in U.S. stocks or crypto mining and node operations, all of it depends on a stable energy supply ⚡
4️⃣ Industrial services/electronics manufacturing: FIX, CLS
Investors aren’t just betting on core chips—upstream and downstream construction, manufacturing, and support services are also in demand. It’s the same in crypto: opportunities aren’t limited to public blockchains and major coins; niche areas like computing service providers and hardware support can also offer potential 🔧#美股 #Fed minutes focus on an October pause in rate hikes
