Memory and optical are the two main sectors driving performance this year. The reason behind this is the AI bottleneck.

So what’s the next bottleneck?

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%

Disruptors…

$HOOD 📉→ brokers
$SOFI 🏦→ banks
$OSCR ⚕️→ health insurance
$ZETA 📺→ mar-tech
$NBIS 🎚️→ datacenters
$MBLY 🚘 → av & robotics
$AMPX 🔋→ battery tech
$PLTR 🧠→ enterprise
$FLNC ⚡️→ electrical grid
$TEM 🔬→ research
$LMND 🚗→ car Insurance
$DOCN ☁️→ cloud infra
$RKLB 🚀→ space
$ASTS 📡→ internet
$ONDS 🛸→ drones & defense

Who'd I Miss?👇

People confuse volatility with being wrong.

I’ve seen this movie before:

Early on…
$TSLA
$PLTR
$NVDA
$META
$AXP
$SHOP
$ONTO
$DOCN

Looked wrong.
Then looked obvious.

Now seeing similar setups forming in:
$ZETA
$OSCR
$MBLY
$DLO
$TEM
$PGY
$FLNC
$SOFI
$HOOD
$AMPX
$PATH

Great investments rarely feel comfortable early.

轉貼文章
來自https://x.com/stocksavvyshay/status/2022696338627145797?s=46

以下是2026年表現最佳的15家公司：

1. $SNDK +164%

2. $WDC +63%

3. $BE +61%

4. $TWST +55%

5. $MU +44%

6. $APLD +44%

7. $AEHR +43%

8. $DOCN +42%

9. $AMAT +38%

10. $LRCX +38%

11. $ENPH +36%

12. $NXT +34%

13. $ON +33%

14. $CRML +33%

15. $ASML +31%

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%