May. 5 at 9:58 PM
Three months ago, our team shared a list of AI supply chain stocks and established positions in them.
$ICHR +137.88%
$MRVL +129.81%
$INTC +122.41%
$VIAV +119.35%
$LITE +116.25%
Every single one is up.
A complete sweep across the AI supply chain!
$ICHR’s surge signals a massive comeback in semi-cap ex, while
$INTC doubling proves the Street is finally buying into its foundry and AI Edge turnaround. The 2026 playbook is clear: it’s no longer about a single leader, but a total ecosystem re-rating.
I’m particularly bullish on
$MRVL’s dominance in optical connectivity. Out of these five winners, which one do you think starts the next 100% leg first? Or do you think one of them is getting overextended? Drop your thoughts below—let's find the next runner together!