To The Moon

A strong mix of AI, semiconductors, infrastructure, defense, and high-growth names showing the strongest 1-month relative strength.

💻 Software

$Palantir Technologies Inc.(PLTR)$ — Software - Infrastructure
$Microsoft(MSFT)$ — Software - Infrastructure
$Strategy(MSTR)$ — Software - Application

🧠 Semiconductors

$Taiwan Semiconductor Manufacturing(TSM)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Credo Technology Group Holding Ltd(CRDO)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Astera Labs, Inc.(ALAB)$

⚙️ Semiconductor Equipment & Materials

$AXT Inc(AXTI)$ — Semiconductor Equipment & Materials

🤖 AI / Growth

$Tempus AI(TEM)$ — Health Information Services
$Bloom Energy Corp(BE)$ — Electrical Equipment & Parts
$Hims & Hers Health Inc.(HIMS)$ — Drug Manufacturers - Specialty & Generic

🖥️ Hardware & Optical Networking

$SUPER MICRO COMPUTER INC(SMCI)$ — Computer Hardware
$Lumentum(LITE)$ — Communication Equipment
$Applied Optoelectronics(AAOI)$ — Communication Equipment

🚗 Autos

$Tesla Motors(TSLA)$ — Auto Manufacturers

🚀 Aerospace & Defense

$SpaceX(SPCX)$ — Aerospace & Defense
$Rocket Lab USA, Inc.(RKLB)$ — Aerospace & Defense

The common thread: strong relative strength across multiple high-beta growth themes.

These are the names I’d keep on the radar when looking for leaders rather than laggards. 👀

Markets are always moving - and sometimes, the best move is knowing what works for you.

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