Jul. 5 at 2:02 PM
Top 10 S&P 500 winners YTD.
$SNDK +621% - standout move driven by aggressive re-rating in the memory cycle.
$MU +231% - steady beneficiary of tightening supply dynamics and AI storage demand.
$INTC +220% - sentiment recovery + restructuring narrative driving multi-leg expansion.
$DELL +208% - data center + enterprise hardware demand tailwind.
$WDC +207% - storage cycle expansion playing out across enterprise and cloud demand.
What stands out isn’t just the returns - it’s the concentration. A small group of infrastructure names has been driving a disproportionate share of index performance.
The next list is about to be released! Are you going to miss out again?
