Tag: CRWV

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

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$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.

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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