Here are four names I'm keeping a close eye on at the moment:
$Credo Technology Group Holding Ltd(CRDO)$ and $Astera Labs, Inc.(ALAB)$ — both have shown serious breakout strength. AI infrastructure is still where the momentum seems to be.
$Dell Technologies Inc.(DELL)$ — holding near the highs and building a clean bull flag. A breakout with volume could get interesting fast.
$Intel(INTC)$ — buyers have been stepping in on weakness, while the weekly trend remains constructive.
I don't think you need to own everything. Pick a few, wait for the right entries, and let the trend do the heavy lifting.
Saving this one for later. Future price action may make it worth revisiting.
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