From AI to Energy: These 15 Stocks Are Trading Like Early $LITE 📊

1 year ago, $Lumentum(LITE)$ was at $40. It's up 2600% so far at $1040.

Here's 15 stocks surging right now like LITE:

1/ $Rackspace Technology(RXT)$

— Rackspace Technology up +1,500% this quarter (favorite for me)

Signed a major MOU with $Advanced Micro Devices(AMD)$ to build a governed Enterprise AI Cloud for regulated industries. Returned to GAAP profit for the first time in years.

$Palantir Technologies Inc.(PLTR)$ partnership added. Wall Street scrambled to reprice the whole story overnight.

2/ $Everspin Technologies Inc(MRAM)$

— Everspin Technologies up +285% this quarter

Locked in a $40M defense subcontract to supply Toggle MRAM memory technology to the U.S. defense industrial base. Then signed a foundry deal with Microchip Technology for onshore production. Defense + AI memory + domestic supply chain. Perfect catalyst stack.

3/ $Digi Power X Inc.(DGXX)$

— Digi Power X up +258% this quarter

Announced a $2.5B colocation deal with Cerebras Systems to power an AI data center campus in Alabama. Then Cerebras filed for the biggest IPO of 2026. Retail flooded in. AI infrastructure on a thin float — you do the math. Stocktwits

4/ $Ambiq Micro(AMBQ)$

— Ambiq Micro up +125% this quarter

Revenue surged 59.3% driven by new product launches and higher average selling prices. Makes ultra-low-power edge AI chips that run AI workloads directly on devices without the cloud. Every smart wearable, AR headset, and sensor needs this. TradingView

5/ $Vishay Precision(VPG)$

— Vishay Precision Group up +59% this quarter

Precision sensors and measurement tech riding the industrial automation and defense spending wave. Onshoring is forcing manufacturers to upgrade equipment. Quiet compounder that finally got re-rated as reshoring capital floods in.

6/ $Vestis Corporation(VSTS)$

— Vestas Wind Systems up +41% this quarter

Record 2025 revenue and EBIT driven by strong onshore performance, a robust order backlog, and improved cash flow. Europe's AI data center buildout needs massive clean power around the clock. Wind is the answer and Vestas builds the turbines. StockAnalysis

7/ $FuelCell(FCEL)$

— FuelCell Energy up +130% this quarter

Surged after investor optimism grew around massive electricity demand from AI-focused data centers, driving a broad rally across the fuel cell sector. Just launched a 12.5MW fuel cell platform built specifically for data centers that can't wait on the grid. StockStory

8/ $Braskem SA(BAK)$

— Braskem up +17% this quarter

Brazil's largest petrochemical company obliterated earnings estimates that expected a loss. Commodities recovery + falling Brazilian interest rates + China trade deal optimism. Classic beat-and-gap setup on a name nobody was watching.

9/ $3D Systems(DDD)$

— 3D Systems up +38% this quarter

US-China trade tensions are forcing manufacturers to reshore production fast. 3D printing is the fastest way to rebuild domestic supply chains. Defense, aerospace, and medical contracts are accelerating. Trump tariff trade with a real catalyst behind it.

10/ $Roma Green Finance, Ltd.(ROMA)$

— Romeo Power up +286% this quarter

EV battery tech turnaround story on a thin float with heavy retail attention. Classic small-cap momentum squeeze. The quarterly gain tells you everything about what happens when retail finds a low-float name with a clean chart and a good story.

11/ $Intrepid Potash(IPI)$

— Intrepid Potash up +36% this quarter

America's largest domestic potash producer quietly returned to profitability. Iran war is choking global fertilizer supply chains. Food security is now a national security issue. Domestic ag inputs just became a geopolitical trade.

12/ $Qnity Electronics Inc(Q)$

— Quintana Energy Services up +54% this quarter

Oil and gas field services company printing money as drilling activity surges. Iran war keeps oil above $80. Every barrel needs to be drilled and Quintana provides the equipment to do it. Picks-and-shovels on the energy price shock.

13/ $Kopin(KOPN)$

— Kopin Corporation up +127% this quarter

Secured a http://Fabric.AI deal with a $15M initial order, exclusive manufacturing rights, and a 19.9% equity stake, dropping Kopin into the AI data center buildout. Then added a $21.5M follow-on defense contract. AI + defense on a single micro-cap ticker. StocksToTrade

14/ $BUUU Group Limited(BUUU)$

— B2Digital up +114% this quarter

MMA and combat sports media platform getting swept up in the small-cap momentum wave. Retail traders found it, the float is thin, and the quarterly chart did the rest. Pure momentum — respect the move but know what you own.

15/ $Energy Services of America Corp.(ESOA)$

— Energy Services of America up +50% this quarter

Revenue hit a company record with full-year revenue of $411M, up 16.8% year-over-year. Builds pipelines, utility infrastructure, and power systems. Every AI data center and energy project needs ground-level construction. The boring pick that keeps winning.

My favorite one on this list and I want to add $Rackspace Technology(RXT)$

Nov 2026 $7 call options here (or shares). They have a big deal with $Advanced Micro Devices(AMD)$ .

♻️RESHARE this post and make 1 comment for my top 20 beaten down stocks like $POET Technologies Inc(POET)$ $Quantumscape Corp.(QS)$ $SoFi Technologies Inc.(SOFI)$

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off