A strong mix of AI, semiconductors, infrastructure, defense, and high-growth names showing the strongest 1-month relative strength.
π» Software
$Palantir Technologies Inc.(PLTR)$ β Software - Infrastructure
$Microsoft(MSFT)$ β Software - Infrastructure
$Strategy(MSTR)$ β Software - Application
π§ Semiconductors
$Taiwan Semiconductor Manufacturing(TSM)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Credo Technology Group Holding Ltd(CRDO)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Astera Labs, Inc.(ALAB)$
βοΈ Semiconductor Equipment & Materials
$AXT Inc(AXTI)$ β Semiconductor Equipment & Materials
π€ AI / Growth
$Tempus AI(TEM)$ β Health Information Services
$Bloom Energy Corp(BE)$ β Electrical Equipment & Parts
$Hims & Hers Health Inc.(HIMS)$ β Drug Manufacturers - Specialty & Generic
π₯οΈ Hardware & Optical Networking
$SUPER MICRO COMPUTER INC(SMCI)$ β Computer Hardware
$Lumentum(LITE)$ β Communication Equipment
$Applied Optoelectronics(AAOI)$ β Communication Equipment
π Autos
$Tesla Motors(TSLA)$ β Auto Manufacturers
π Aerospace & Defense
$SpaceX(SPCX)$ β Aerospace & Defense
$Rocket Lab USA, Inc.(RKLB)$ β Aerospace & Defense
The common thread: strong relative strength across multiple high-beta growth themes.
These are the names Iβd keep on the radar when looking for leaders rather than laggards. π
Markets are always moving - and sometimes, the best move is knowing what works for you.
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