๐–๐ข๐ง๐ง๐ž๐ซ๐ฌ ๐จ๐Ÿ ๐€๐ˆ ๐ข๐ง ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”; ๐Œ๐จ๐ฌ๐ญ ๐–๐ž๐š๐ฅ๐ญ๐ก๐Ÿ๐ฎ๐ฅ ๐€๐ฆ๐ž๐ซ๐ข๐œ๐š๐ง๐ฌ ๐Ÿ‡บ๐Ÿ‡ธ ๐š๐ซ๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ž๐ | ๐–๐ž๐ซ๐ž๐ง'๐ญ ๐ญ๐ก๐ž ๐ง๐š๐ฆ๐ž๐ฌ ๐ฒ๐จ๐ฎ ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ๐ž๐.

Everyone was watching $NVDAB Nvidia.

But the best performing Nasdaq stocks so far this year are the infrastructure behind AI ๐Ÿ‘‡

๐ŸŸข $SNDK Sandisk: +820% - Storage drives for AI models
๐ŸŸข $WDC Western Digital: +333% - Data center memory
๐ŸŸข $ARM : +302% - Chip architecture licensing
๐ŸŸข $MU Micron: +297% - High-bandwidth memory
๐ŸŸข $STX Seagate: +289% - Enterprise storage
๐ŸŸข $MRVL +265%
๐ŸŸข $INTC +263%
๐ŸŸข $AMD +151%
๐ŸŸข $AMAT +140%
๐ŸŸข $LITE +130%

Not software. Not AI apps.
Itโ€™s the physical layer. The memory that stores the data. The equipment that manufactures the silicon.

While the market focused on AI models, capital rotated into the companies building the data centers to run them.

๐Ÿ‘‰ Which stock on this list surprised you most?

This is not financial advice. For informational purposes only. DYOR โš ๏ธ

ยฉWall Street Journal

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