Jul. 5 at 2:14 PM
Top 10 S&P 500 winners YTD.
$STX +192% - benefiting from the broader storage cycle expansion and enterprise demand recovery.
$MRNA +169% - volatility-driven repricing as markets reassess long-term pipeline expectations.
$AMD +137% - AI compute narrative + data center demand keeping sentiment elevated.
$AMAT +128% - semiconductor equipment cycle remains tightly linked to AI capex growth.
$GLW +123% - optical + connectivity infrastructure quietly participating in the data-heavy buildout.
What stands out is not just performance, but how tightly clustered the leadership is around infrastructure and compute themes.
The next list is about to be released! Are you going to miss out again?
