👀7 sectors and 27 stocks to add to your watchlist:

Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET

Space: $ASTS, $RKLB, $PL, $SATL, $RDW

Data Center: $IREN, $CIFR, $NUAI, $WULF

Solar and energy: $ENPH, $TE, $EOSE, $FLNC

AI/Cloud: $ZETA, $NBIS, $AMZN

Rare Earth: $UAMY, $UUUU, $USAR

Defense: $ONDS, $KRKNF, $OSS

Save this list. Come back when needed.

Note: This is not financial advice.

📊 Energy & Utilities are winning in 2026:

1. $BE | YTD: +54.2% | 1M: +5.0%
2. $ENPH | YTD: +37.3% | 1M: +17.4%
3. $SLB | YTD: +27.0% | 1M: +3.9%
4. $OXY | YTD: +24.8% | 1M: +19.9%
5. $SEDG | YTD: +22.9% | 1M: +11.4%
6. $XOM | YTD: +22.8% | 1M: +11.6%
7. $VLO | YTD: +20.3% | 1M: +6.3%
8. $CVX | YTD: +18.9% | 1M: +11.2%
9. $HAL | YTD: +18.9% | 1M: +3.6%
10. $MPC | YTD: +17.6% | 1M: +10.7%

18 Winners l 2 Losers
Avg YTD: +16.5%

RT Black Panther Capital
👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

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%

冰火两重天的几个营收beat

AMD 发布财报，同样击败预期，但盘后股价大跌。

1️⃣ $AMD

EPS：1.53 vs 1.32 👉 +16% Beat

营收：$10.27B vs $9.67B 👉 +6% Beat

YoY：
EPS +40%
Revenue +34%

QoQ：
EPS +28%
Revenue +11%

👉 AI GPU + 数据中心开始兑现，但市场更关注 MI300 后续指引，本次财报电话会中，并没有给出清晰的 MI300 的落地情况，是因为这个而导致大跌的吗？

2⃣ $LITE Lumentum 盘后大涨

EPS：1.67 vs 1.41 👉 +18% Beat

营收：$665.5M vs $652.1M 👉 +2% Beat

YoY：
EPS +298%
Revenue +65%

QoQ：
EPS +52%
Revenue +25%

👉 EPS 爆炸式恢复，光通信 / AI 光模块链条仍然火热。
国内的光通信巨头们都涨到天上去了。我有个大学好哥们在其中一家做CTO，早财富自由了，羡慕。

3️⃣ $ENPH Enphase Energy 盘后大涨 20%

EPS：0.71 vs 0.58 👉 +22% Beat

营收：$343.3M vs $340.1M 👉 +1% Beat

YoY：
EPS -24%
Revenue -10%

QoQ：
EPS -21%
Revenue -16%

👉 ENPH 是做光伏的，主要家用，而光伏能源毫无疑问是 2026最重要的主题之一，同样利好 $TE 。

Jimmy狐狸: Super Micro Computer $SMCI 要翻身了？

财报发布，高于预期，营收翻倍有余，同比上升 123%，环比上升 153%。

EPS：0.60 vs 0.49 est. 👉 +22% Beat

营收：$12.68B vs $10.34B est. 👉 +23% Beat

YoY：
EPS +18%
Revenue +123%

QoQ：
EPS +71%
Revenue +153%

AI服务器需求爆发型财报，不仅

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX