May. 22 at 10:24 PM
Nasdaq 100 YTD leaders :Continued dominance from AI + infra + cybersecurity-3
$DDOG +60% cloud observability demand staying strong
$KLAC +52% semiconductor equipment cycle remains hot
$ASML +49% lithography bottleneck = pricing power intact
$CRWD +38% cybersecurity spending still resilient
$PANW +37% enterprise security budgets holding firm
This isn’t a broad market melt-up , It’s selective leadership concentrated in AI infrastructure + security + chip supply chain.
As long as capex flows into AI and cloud, these names tend to keep trend advantage.