Reward 500 Tiger-coinsTwo-thirds of this year have already passed, and many companies have seen 10x gains. We’ve heard that many investors around us have made good profits this year. Which of these high-performing stocks have you managed to catch?
On the other hand, there are also some stocks that can’t be ignored—they’ve been cut in half even as the broader market keeps hitting record highs. These companies have fallen nearly 50% YTD. Is it a good time to buy the dip now?
We filtered for companies with a market cap above $10 billion. The top five with gains exceeding 200% are $Oklo Inc.(OKLO)$ , $MP Materials Corp.(MP)$ , $Circle Internet Corp.(CRCL)$ , $IREN Ltd(IREN)$ , and $NEBIUS(NBIS)$ .
1. $Oklo Inc.(OKLO)$ has surged 550% this year.
The U.S. government has included nuclear energy as a core part of its national energy strategy and signed the Nuclear Energy Revival Act, providing $45 billion in subsidies to support SMR construction.
BofA estimates that global AI data center power consumption will reach 500 TWh by 2027 (2.6x current levels), while Oklo’s Aurora reactor can supply 15 MW of continuous power per unit. The company has already signed contracts for 14 GW of project reserves, accounting for 30% of global SMR agreements.
2. $MP Materials Corp.(MP)$ —Trump- and Apple-backed!
The Mountain Pass mine operated by MP contributes 100% of the U.S.’s rare earth output. Under the Defense Production Act, it signed a $230 million agreement with the U.S. Department of Energy in Q2 2025 to build a magnetic materials factory. In August, MP announced it would become the exclusive supplier of rare earth magnets for Apple devices.
3. $Circle Internet Corp.(CRCL)$ went public this year riding the policy tailwind!
The GENIUS Act restructured stablecoin regulations, granting regulatory exemptions to compliant companies. This boosted Circle’s USDC stablecoin market cap from $35 billion to $61.3 billion, making it the second-largest USD stablecoin. However, after the surge and subsequent pullback, its PE (TTM) valuation reached 169.89x—far above peers like Block (33x) and Coinbase (87x).
4. $IREN Ltd(IREN)$ surges 330% YTD as the company shifts mining to AI computing.
The company invested $674 million to acquire 12,400 GPUs (including NVIDIA B300/B200 and AMD MI350X), directly doubling its AI cloud capacity to 23,000 GPUs. The company expects its annualized revenue run rate to exceed $500 million by the first quarter of 2026, higher than previous guidance.
5. $NEBIUS(NBIS)$ surged 293% this year—nearly 3x
But Nvidia’s another pick - CoreWeave rose 230% and did not make the top five.
Nebius data centers are fully equipped with NVIDIA H100, B200, and other AI GPU chips.
Its AI infrastructure agreement with Microsoft has been the biggest catalyst: under the contract, Nebius will supply GPU computing power to Microsoft’s New Jersey data center from 2025 to 2031, with a base contract value of $17.4 billion, potentially expandable to $19.4 billion.
In addition to the stocks that have doubled, several stocks have been cut in half this year.
$Trade Desk Inc.(TTD)$ has been the worst performer among U.S. stocks with a market cap above $10 billion, plunging 60% YTD.
In Q2 2025, earnings missed expectations, causing the stock to tumble nearly 40% in a single day. Revenue growth slowed to 19% YoY, down significantly from 24% in Q4 2024, as core clients cut advertising budgets. In September, Morgan Stanley downgraded TTD from “Overweight” to “Equal-Weight” and slashed its price target from $80 to $50, which directly triggered another 12% drop that day.
$Lululemon Athletica(LULU)$ has fallen 54% YTD.
Management cut its full-year outlook for the second time in a row, sparking another sharp decline. In the latest Q2 results, revenue came in at $2.53 billion (+7% YoY), slightly below market expectations of $2.54 billion. Comparable sales in North America unexpectedly dropped 4%. The explosive popularity of rival brand Alo has also eroded Lululemon’s yoga pants market share. Although the current forward P/E of 13.27x is near historical lows, investors should remain cautious about the risk of further downward earnings revisions.
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Comments
IREN正在从比特币矿商转型为人工智能基础设施提供商，利用其现有的低成本能源为采矿和新的高人工智能利润服务提供动力。
结果呢？2025财年第三季度盈利创历史新高，本季度收入达到创纪录的1.448亿美元，净利润为2400万美元。
有了IREN，我就拥有了两个世界的精华——比特币矿业和人工智能基础设施发电站！
@Tiger_SG @TigerStars @Tiger_comments @CaptainTiger @TigerClub
Check them in the history - “community distribution“
At the same time, I’ve been watching underperformers like $Trade Desk Inc.(TTD)$ and $Lululemon Athletica(LULU)$ . They might look tempting after a 50% drop, but I think catching a falling knife is risky when fundamentals are still weakening. I prefer waiting until earnings or guidance show a clear bottom.
Overall, this year reinforced my strategy: focus on megatrends like AI and quantum computing, while keeping an eye on beaten-down names for potential recovery. In a market where winners can rise 10x and others lose half their value, sector positioning makes all the difference.
@Tiger_SG @Tiger_comments @TigerStars @MillionaireTiger
如果出现好转，低买大做有可能获得巨大收益，这需要耐心和研究，尽管有些投资可能永远不会恢复并成为真正的价值陷阱...
那么，哪个更好呢？两者都不是完美的。根据市场状况和个人风险承受能力将两种策略结合起来的平衡方法通常会带来最佳结果
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