$MRVL, $VRT, $LITE & $AMD Are Becoming The Backbone Of The AI Economy

jfsrevg
05-14

30 Leading Names Trading Above $1B Dollar Volume Liqudity, and All Major Moving Averages.

— Software Infrastructure: $Palo Alto Networks(PANW)$ $NEBIUS(NBIS)$ $Akamai(AKAM)$

— Semiconductors: $Wolfspeed Inc.(WOLF)$ $Tower Semiconductor(TSEM)$ $Qualcomm(QCOM)$ $ON Semiconductor(ON)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ $Intel(INTC)$ $ARM Holdings(ARM)$ $Advanced Micro Devices(AMD)$ $Astera Labs, Inc.(ALAB)$

— Scientific & Technical Instruments: $COHERENT(COHR)$

— Electronic Components: $Corning(GLW)$

— Electrical Equipment & Parts: $Vertiv Holdings LLC(VRT)$ $Bloom Energy Corp(BE)$

— Computer Hardware: $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ $IONQ Inc.(IONQ)$ $Dell Technologies Inc.(DELL)$

— Communication Equipment: $Nokia Oyj(NOK)$ $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$

— Capital Markets: $IREN Ltd(IREN)$ $Circle Internet Corp.(CRCL)$

— Auto Manufacturers: $Tesla Motors(TSLA)$ $Ford(F)$

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

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