👀 Look at who’s not here…
Nvidia (NVDA) and other megacaps didn’t make the top 50. All the money flowed into bottlenecks in AI infrastructure.
▪️Memory and data storage rose the most. SanDisk (SNDK) +566%, Micron (MU) +261%, Seagate (STX) +184%, Western Digital (WDC) +131%.
▪️Server and optics manufacturers are close behind: Dell (DELL), HPE, Marvell (MRVL), Lumentum (LITE), Ciena (CIEN).
▪️Power for data centers is also growing, including Bloom Energy (BE) +223%, GE Vernova (GEV), Quanta (PWR).
Outside the AI theme, refiners stand out: Marathon (MPC), Valero (VLO), Phillips 66 (PSX), along with cybersecurity companies: CRWD, PANW, FTNT.
💪 The year’s leader is Moderna (MRNA), up 663%. This one is outside the trends
Nvidia (NVDA) and other megacaps didn’t make the top 50. All the money flowed into bottlenecks in AI infrastructure.
▪️Memory and data storage rose the most. SanDisk (SNDK) +566%, Micron (MU) +261%, Seagate (STX) +184%, Western Digital (WDC) +131%.
▪️Server and optics manufacturers are close behind: Dell (DELL), HPE, Marvell (MRVL), Lumentum (LITE), Ciena (CIEN).
▪️Power for data centers is also growing, including Bloom Energy (BE) +223%, GE Vernova (GEV), Quanta (PWR).
Outside the AI theme, refiners stand out: Marathon (MPC), Valero (VLO), Phillips 66 (PSX), along with cybersecurity companies: CRWD, PANW, FTNT.
💪 The year’s leader is Moderna (MRNA), up 663%. This one is outside the trends