Jun. 22 at 8:43 PM
52-week highs printing across multiple sectors today
$ASML -lithography leader confirming cycle strength
$INTC - surprising strength, capital rotation into legacy + foundry narrative
$CRDO - AI data infrastructure demand continuing to accelerate
$SNDK - memory cycle heating up again, strong momentum
$CAT - industrial strength showing real macro resilience
This is not isolated strength-it’s a broad risk-on move across semis, memory, and industrial capex.
When leadership expands like this, it usually signals one thing: cycle acceleration, not exhaustion.