Aug. 9 at 2:41 PM
HERE ARE THE TOP 15 PERFORMERS OF 2026
$DOCN +158%
$MRVL +157%
$BE +152%
$WDC +152%
$LITE +142%
Look at the pattern.
AI infrastructure, memory, semiconductors, networking, photonics, and data centers dominated the biggest winners.
The interesting question now isn’t just:
“What already ran?”
It’s:
“Where is the next rotation forming?”
The biggest winners of the next cycle may already be sitting quietly in the next group of leaders.
I’m watching the sectors where earnings, demand, and capital spending are accelerating.
Follow my profile and check my homepage for the next high-conviction ideas before the crowd starts chasing them.
NFA. DYOR.