May. 9 at 3:04 PM
Late-cycle leaderboard check — 2026 momentum is still VERY much alive -3
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Rank 11–15 print:
$NVTS +155%
$LITE +145%
$OSS +118%
$AMD +113%
$NBIS +111%
What stands out here isn’t just the returns — it’s the consistency across semis, photonics, and AI-adjacent infrastructure. This is a rotation that never fully cooled off, just kept climbing in waves.
Every pullback gets bought, every breakout gets followed through. The message from price action is simple: trend is still in control, and underexposure is expensive right now.
