Top 50 Momentum: Semis ($AMD $MU $INTC) & Software ($CRWD $NET) Dominate

This is a curated list of 50 high-volume stocks (>$100M average daily volume) showing relative strength across the market. The goal is to identify where institutional money is flowing and which themes are leading.

A clear pattern emerges: leadership is heavily concentrated in five key industry groups — Semiconductors, Software Infrastructure, Semiconductor Equipment, Electronic Components, and Computer Hardware. Together, these sectors form the core of the current AI and next-gen compute trade.

Outside of tech, selective strength is also appearing in areas like Energy (uranium), Travel, Solar, and Aerospace & Defense, suggesting pockets of rotation rather than broad-based participation.

This list is best used as a top-down scan tool — to track leadership, spot continuation setups, and quickly identify high-conviction names during pullbacks.

50 Strongest Name Trading Over $100M Avg Volume — Mainly Dominated by 5 Industry Groups

$Cameco(CCJ)$ – Uranium

$Expedia(EXPE)$ – Travel Services

$Albemarle(ALB)$ – Specialty Chemicals

$Nextpower(NXT)$ – Solar

$CoreWeave, Inc.(CRWV)$ – Software Infrastructure

$Cloudflare, Inc.(NET)$ – Software Infrastructure

$CrowdStrike Holdings, Inc.(CRWD)$ – Software Infrastructure

$NEBIUS(NBIS)$ – Software Infrastructure

$Twilio(TWLO)$ – Software Infrastructure

$Marvell Technology(MRVL)$ – Semiconductors

$ON Semiconductor(ON)$ – Semiconductors

$GLOBALFOUNDRIES Inc.(GFS)$ – Semiconductors

$Astera Labs, Inc.(ALAB)$ – Semiconductors

$ARM Holdings(ARM)$ – Semiconductors

$Credo Technology Group Holding Ltd(CRDO)$ – Semiconductors

$Rambus(RMBS)$ – Semiconductors

$Micron Technology(MU)$ – Semiconductors

$Advanced Micro Devices(AMD)$ – Semiconductors

$Intel(INTC)$ – Semiconductors

$Teradyne(TER)$ – Semiconductor Equipment

$Lam Research(LRCX)$ – Semiconductor Equipment

$Entrec Corp(ENTCF)$ – Semiconductor Equipment

$Amkor Technology(AMKR)$ – Semiconductor Equipment

$COHERENT(COHR)$ – Scientific Instruments

$CAVA Group Inc.(CAVA)$ – Restaurants

$MP Materials Corp.(MP)$ – Metals & Mining

$Roku Inc(ROKU)$ – Entertainment

$Celestica(CLS)$ – Electronic Components

$TTM Technologies Inc(TTMI)$ – Electronic Components

$Corning(GLW)$ – Electronic Components

$Flex Ltd(FLEX)$ – Electronic Components

$Vertiv Holdings LLC(VRT)$ – Electrical Equipment

$Bloom Energy Corp(BE)$ – Electrical Equipment

$Seagate Technology PLC(STX)$ – Computer Hardware

$Dell Technologies Inc.(DELL)$ – Computer Hardware

$Arista Networks(ANET)$ – Computer Hardware

$IONQ Inc.(IONQ)$ – Computer Hardware

$SanDisk Corp.(SNDK)$ – Computer Hardware

$Western Digital(WDC)$ – Computer Hardware

$Viavi Solutions(VIAV)$ – Communication Equipment

$Ciena(CIEN)$ – Communication Equipment

$Hewlett Packard Enterprise(HPE)$ – Communication Equipment

$Lumentum(LITE)$ – Communication Equipment

$IREN Ltd(IREN)$ – Capital Markets

$James Hardie Industries PLC(JHX)$ – Building Materials

$Rivian Automotive, Inc.(RIVN)$ – Auto Manufacturers

$Carvana Co.(CVNA)$ – Auto Dealerships

$Rocket Lab USA, Inc.(RKLB)$ – Aerospace & Defense

$Planet Labs Pbc(PL)$ – Aerospace & Defense