HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +174%
2. $SNDK +122%
3. $AEHR +76%
4. $BE +56%
5. $LITE +52%
6. $NTLA +49%
7. $TWST +48%
8. $FIGS +45%
9. $WDC +42%
10. $CAVA +34%
11. $YOU +32%
12. $MU +30%
13. $PL +28%
14. $COHR +28%
15. $CRML +27%
IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $MNDY, $JMIA
$NVDA wisely pivoting production from the H200 to Rubin. Absolute right move. 👏🏻
$AVGO sees $100 Billion in AI revenue in 2027. More than 2.5x 2026 run rate. 👏🏻🚀
$OPEN 2.0 under Kaz Nejatian:
• Acquisition velocity → +300% since September
• Homes >120 days on market → 51% to 33%
• Inventory turns → 2x faster YoY
• Adjusted net income breakeven by end of 2026
Housing market broke them but AI-powered underwriting might fix them.
$AVGO just proved why custom silicon is the new merchant.
AI semiconductor revenue at $8.4B growing 106% YoY and guiding to $10.7B next quarter is the signal that custom XPU demand is not slowing.
New $10B buyback authorization signals management sees the same thing.
THE FUTURE IS BEING BOUGHT TODAY
• $ASTS +12%
• $IREN +12%
• $NBIS +11%
• $EOSE +10%
• $BMNR +9%
• $CIFR +9%
• $HOOD +8%
• $MU +7%
• $INTC +7%
Why is $ASTS green in a sea of red today?
Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.
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