AI Infrastructure & Hard Assets Dominate Market Leadership

Focus on the leading stocks:

Market Leaders： $SanDisk Corp.(SNDK)$ $Bloom Energy Corp(BE)$ $Lumentum(LITE)$ $Corning(GLW)$ $Teradyne(TER)$ $Western Digital(WDC)$ $Vertiv Holdings LLC(VRT)$ $Comfort Systems USA(FIX)$ $ASE Technology(ASX)$ $Seagate Technology PLC(STX)$ $Ciena(CIEN)$ $Micron Technology(MU)$ $COHERENT(COHR)$ $Lam Research(LRCX)$ $Ubiquiti Inc.(UI)$ $ASML Holding NV(ASML)$

Growth Leaders: $Ichor Holdings Ltd.(ICHR)$ $Vicor(VICR)$ $Fastly, Inc.(FSLY)$ $Viavi Solutions(VIAV)$ $Powell(POWL)$ $Acm Research Inc.(ACMR)$ $Solstice Advanced Materials Inc(SOLS)$ $Power Solutions International, Inc.(PSIX)$ $Applied Optoelectronics(AAOI)$ $nLIGHT(LASR)$ $Advanced(AEIS)$ $Kulicke & Soffa(KLIC)$ $Camtek(CAMT)$ $SkyWater Technology, Inc.(SKYT)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Qnity Electronics Inc(Q)$

Speculative Leaders: $ImmunityBio, Inc.(IBRX)$ $Erasca, Inc.(ERAS)$ $Syntec Optics Holdings, Inc.(OPTX)$ $AXT Inc(AXTI)$ $Hycroft Mining Holding Corporation(HYMC)$ $Hycroft Mining Holding Corporation(HYMC)$ $Aehr Test(AEHR)$ $United States Antimony(UAMY)$ $Nuveen Enhanced Yield U.S. Aggregate Bond ETF(NUAG)$ $USA Rare Earth Inc.(USAR)$ $TeraWulf Inc.(WULF)$ $Energy Fuels(UUUU)$ $Red Cat Holdings Inc.(RCAT)$ $CPS Technologies Corp(CPSH)$ $Navitas Semiconductor Corp(NVTS)$ $Uranium(UEC)$ $One Stop Systems(OSS)$

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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