To The Moon

15 Leading Groups with 100% 1-Month RS, All Hitting New 52-Week Highs in Yesterday’s Session $Global X Lithium & Battery Tech ETF(LIT)$ – Lithium & Batteries $ANORTECH INC(HUDRF)$ – Hydrogen & Fuel Cells $Global X Autonomous & Electric Vehicles ETF(DRIV)$ – EVs & Autonomous Vehicles $iShares Global Clean Energy ETF(ICLN)$ – Clean Energy $SPDR S&P Semiconductor ETF(XSD)$ – Semiconductors (Equal Weight) $Global X Artificial Intelligence & Technology ETF(AIQ)$ – AI Software & Data Processing

Lower ADR% names can still work for a swing traders' portfolio but you have to accept longer holding periods, larger capital allocation, and slower capital turnover. The key is to capped those holdings to just less than 50% of your account equity. I’m still holding $Invesco DB Agriculture Fund(DBA)$ (0.69% ADR) since Feb 20 on ascending triangle breakout. But it was the only few opportunities that reflect relative strength when market is printing lower high before the subsequent 6-weeks correction. It locked you capital in good place without feeling the need to do anything excessive and unnecessary in the market. David Ryan does advocate on having a portfolio mixed of various beta securities. $Versant Media Gr

29 Top Performers Trading Above 100M Avg Dollar Volume and All Key Moving Averages 1.Semiconductors： $MaxLinear(MXL)$ $GLOBALFOUNDRIES Inc.(GFS)$ $Astera Labs, Inc.(ALAB)$ $ARM Holdings(ARM)$ $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ 2.Oil & Gas Midstream: $Venture Global, Inc.(VG)$ 3.Oil & Gas Equipment & Services: $Solaris Energy Infrastructure, Inc.(SEI)$

$MaxLinear(MXL)$ (Update) +129% week, less than 2 x ADR% Week from all-time-high Next quarter earnings estimate is a further acceleration of +1,450 YoY EPS and +47% YoY Sales for this 5.4B market cap semiconductor company. MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications PS: MXL - Under the Radar MidCap Semicon at a Structural Pivot with Accelerating Fundamentals A large 10-month bullish ascending triangle is pressing into major resistance, supported by VARS throughout a choppy February. Technicals are now converging with strong YoY Q1’26 estimates (+451%) after the recent +311% YoY EPS growth. M

$MaxLinear(MXL)$ (Update +128%) - Cleared structural pivot to 13 x ATR% from 50-MA at close. After hours 45.18 +10.93 (31.91%) with further fundamental acceleration $MXL reported quarterly adjusted earnings of 22 cents​​ per share for the quarter ended March 31, higher than the same quarter last year, when the company reported EPS of -5 cents. The mean expectation of ten analysts for the quarter was for earnings of 18 cents per share. Wall Street expected results to range from 16 cents to 19 cents per share. Revenue rose 43% to $137.19 million from a year ago; analysts expected $135.00 million.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ (3x $iShares Semiconductor ETF(SOXX)$ ) has drawn significant interest after 17 straight higher closes, +135% MTD run. I track only 30 (out of 147) liquid leveraged ETFs with higher ADR% its holdings, and over 100M in average dollar volume - offering similar advantages, which is also advocated by @Qullamaggie $GraniteShares 2x Long AMD Daily ETF(AMDL)$ – 2x $Advanced Micro Devices(AMD)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ – 3x Semiconductors Bull $Defiance Daily Target 2x

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, a

Today’s market action shows underlying strength, with leading industry groups experiencing only shallow pullbacks. Rather than signaling weakness, these controlled dips suggest consolidation within ongoing uptrends, as capital continues to rotate through key growth themes. 14 Leading Industry Groups Showing Shallow Pullbacks Today $SPDR S&P Semiconductor ETF(XSD)$ – Semiconductors (Equal Weight) $Defiance Quantum ETF(QTUM)$ – Quantum Computing & AI $iShares Semiconductor ETF(SOXX)$ – Broad Semiconductors $SPDR S&P Transportation ETF(XTN)$ – Trucking $ISHARES U.S. DIGITAL I

Semiconductor Historical Extension — Price % vs Volatility (ATR Multiple) from 50-MA $iShares Semiconductor ETF(SOXX)$ (Broad Semiconductors) & $SPDR S&P Semiconductor ETF(XSD)$ (Equal Weight Semiconductors), 2 of the 20 strongest RS groups in this month’s recovery, is already extended beyond its historical range from the 50-MA (18% vs. 15%) and now sits at -6.7× -7x ATR% — at the 7× mean reversion threshold. $VanEck Semiconductor ETF(SMH)$ (Semi Giants) with $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$

Momentum is clustering in AI supply chain, semiconductors, and infrastructure, with high-ADR names leading as capital rotates into volatility and strength. High-Momentum Leaders: 28 Stocks Showing Expanding Relative Strength (>5% ADR) $Planet Labs Pbc(PL)$ – Aerospace & Defense $Rocket Lab USA, Inc.(RKLB)$ – Aerospace & Defense $Carvana Co.(CVNA)$ – Auto & Truck Dealerships $Carrier Global Corporation(CARR)$ – Building Products & Equipment $IREN Ltd(IREN)$ – Capital Markets $Applied Optoelectronics(AAOI)$ – Communicatio