AI infrastructure is the only sector still holding up the market.
Semis: $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$
Memory: $Syndax Pharmaceuticals(SNDX)$ $Seagate Technology PLC(STX)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Pure Storage(PSTG)$
Networking: $Ciena(CIEN)$ $Lumentum(LITE)$ $Credo Technology Group Holding Ltd(CRDO)$ $Amphenol(APH)$ $Ubiquiti Inc.(UI)$
Electronics: $Celestica(CLS)$ $Fabrinet(FN)$ $Flex Ltd(FLEX)$ $Sanmina(SANM)$ $COHERENT(COHR)$
Servers: $Vertiv Holdings LLC(VRT)$ $Dell Technologies Inc.(DELL)$ $Hewlett Packard Enterprise(HPE)$
Neoclouds: $NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $WhiteFiber, Inc.(WYFI)$
HPC: $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $Hut 8 Mining Corp(HUT)$ $TeraWulf Inc.(WULF)$ $Core Scientific, Inc.(CORZ)$
Energy: $Bloom Energy Corp(BE)$ $Babcock & Wilcox Enterprises(BW)$ $Talen(TLN)$ $NEXTracker Inc(NXT)$ $Quanta(PWR)$ $Centrus(LEU)$ $NRG Energy Inc(NRG)$
Batteries: $Fluence Energy, Inc.(FLNC)$ $Solid Power, Inc(SLDP)$ $Eos Energy Enterprises Inc.(EOSE)$ $Quantumscape Corp.(QS)$
Construction: $Argan(AGX)$ $Sterling Construction(STRL)$ $Powell(POWL)$ $Microvast Holdings, Inc.(MVST)$
It's the only sector that matters right now.
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