Names with a great start of the year

AfraSimon
01-27 18:57

Names with a great start of the year

🟒 $SanDisk Corp.(SNDK)$ +105%

🟒 $Bloom Energy Corp(BE)$ +67%

🟒 $APPLIED DIGITAL CORP(APLD)$ +66%

🟒 $AST SpaceMobile, Inc.(ASTS)$ +49%

🟒 $IREN Ltd(IREN)$ +50%

🟒 $CoreWeave, Inc.(CRWV)$ +45%

🟒 $Galaxy Digital Holdings Ltd.(GLXY)$ +43%

🟒 $Micron Technology(MU)$ +40%

🟒 $ASML Holding NV(ASML)$ +30%

🟒 $Rocket Lab USA, Inc.(RKLB)$ +27%

🟒 $Novo-Nordisk A/S(NVO)$ +22%

🟒 $Oklo Inc.(OKLO)$ +22%

🟒 $Celsius Holdings, Inc.(CELH)$ +22%

🟒 $Advanced Micro Devices(AMD)$ +21%

🟒 $Alibaba(BABA)$ +18%

🟒 $NEBIUS(NBIS)$ +17%

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ASML Surges On AI Orders: 2026 Growth Locked In?
ASML delivered a blowout Q4, reinforcing confidence that 2026 will be another growth year, according to its CEO. Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentumβ€”or wait for a pullback?
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