Performance

Top performers — 2026 YTD

The 15 biggest YTD gainers across the AI-buildout universe as of 2026-05-02. Heavy concentration in optical transceivers (AAOI, LITE, VIAV), compound semis (AXTI, NVTS), memory (SNDK, WDC, MU), semi test (AEHR), and datacenter power (BE, VRT) — the picks-and-shovels of the capacity bottleneck.

source: user-X-2026-05-02

#1
AXTIAXT, Inc.
Compound semi substrates (InP/GaAs) feeding the optical buildout.
+487%
YTD
$104.83last
#2
AAOIApplied Optoelectronics, Inc.
Datacenter optical transceivers for hyperscaler links.
+426%
YTD
$178.54last
#3
SNDKSanDisk Corporation
NAND flash, post-WDC spinoff — riding AI memory demand.
+400%
YTD
$1409.98last
#4
AEHRAehr Test Systems
Burn-in / test systems for SiC and AI accelerators.
+361%
YTD
$96.73last
#5
BEBloom Energy Corporation
Solid-oxide fuel cells — datacenter on-site power.
+234%
YTD
$285.47last
#6
VIAVViavi Solutions Inc.
Optical/network test instruments for the buildout.
+210%
YTD
$53.00last
#7
INTCIntel Corporation
IDM turnaround — Foundry + 18A traction.
+170%
YTD
$113.01last
#8
LITELumentum Holdings Inc.
Lumentum — high-speed optical for AI cluster fabrics.
+158%
YTD
$944.28last
#9
WDCWestern Digital Corporation
HDD leg of the AI storage stack post-SNDK split.
+150%
YTD
$483.15last
#10
NVTSNavitas Semiconductor Corporation
GaN/SiC power semis for datacenter PSUs.
+144%
YTD
$16.68last
#11
DOCNDigitalOcean Holdings, Inc.
Agentic-inference cloud for the long tail of devs.
+114%
YTD
$160.99last
#12
VRTVertiv Holdings Co
Datacenter power & liquid cooling — AI capex compounder.
+103%
YTD
$358.92last
#13
MRVLMarvell Technology, Inc.
Custom AI silicon + optical DSP for hyperscalers.
+94%
YTD
$172.15last
#14
MUMicron Technology, Inc.
HBM memory for AI accelerators.
+90%
YTD
$666.59last
#15
PLPlanet Labs PBC
Daily satellite imagery — AI-as-customer for geospatial data.
+87%
YTD
$39.69last