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18 semiconductor names ranked by 1-month return as of 2026-05-02. Editorial signal: a sector beta catch-up month — laggards led (INTC +107%, CRDO +92%, ALAB +91%, AMD +72%) while YTD winners cooled (NVDA last at +13%). Memory mid-pack (MU +47%) despite cheapest on PEG. Design tools rallied (SNPS +23%, CDNS +22%, ARM +36%). 1-month windows roll daily; the date is in the slug.
source: tweet-jonerlichman-2026-05-02