$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners

jfsrevg
07-02 07:59

This is the complete 1-month performance since the post below of last month's 40 YTD leaders.

I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards.

The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity.

Market (Cap and Equal Weight)

$Invesco QQQ(QQQ)$ -0.15%

$SPDR S&P 500 ETF Trust(SPY)$ -1.03%

$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ +2.44%

$Invesco S&P 500 Equal Weight ETF(RSP)$ +2.28%

Last Month 40 YTD Leaders

$SanDisk Corp.(SNDK)$ - Sandisk Corp - 34.1%

$MaxLinear(MXL)$ - MaxLinear Inc - 37.8%

$ImmunityBio, Inc.(IBRX)$ - ImmunityBio Inc - 16.4%

$AXT Inc(AXTI)$ - AXT Inc - -30.1%

$Applied Optoelectronics(AAOI)$ - Applied Optoelectronics Inc - -6.5%

$Micron Technology(MU)$ - Micron Technology Inc - 18.9%

$Intel(INTC)$ - Intel Corp - 21.8%

$Vishay Intertechnology(VSH)$ - Vishay Intertechnology Inc - 3.3%

$Western Digital(WDC)$ - Western Digital Corp - 20.2%

$Marvell Technology(MRVL)$ - Marvell Technology Inc - 45.3%

$Seagate Technology PLC(STX)$ - Seagate Technology Holdings Plc - 9.7%

$Bloom Energy Corp(BE)$ - Bloom Energy Corp - 6.2%

$Dell Technologies Inc.(DELL)$ - Dell Technologies Inc - 2.5%

$BlackBerry(BB)$ - BlackBerry Ltd - 40.6%

$NEBIUS(NBIS)$ - Nebius Group NV - 19.5%

$DigitalOcean Holdings, Inc.(DOCN)$ - DigitalOcean Holdings Inc - 0.7%

$ARM Holdings(ARM)$ - Arm Holdings Plc ADR - 0.4%

$Iridium(IRDM)$ - Iridium Communications Inc - 5.9%

$Corning(GLW)$ - Corning Inc - 41.0%

$Astera Labs, Inc.(ALAB)$ - Astera Labs Inc - 40.9%

$Advanced Micro Devices(AMD)$ - Advanced Micro Devices Inc - 12.6%

$TTM Technologies Inc(TTMI)$ - TTM Technologies Inc - 7.7%

$Flex Ltd(FLEX)$ - Flex Ltd - 7.5%

$Viavi Solutions(VIAV)$ - Viavi Solutions Inc - -1.7%

$Hut 8 Mining Corp(HUT)$ - Hut 8 Corp - -7.5%

$Navitas Semiconductor Corp(NVTS)$ - Navitas Semiconductor Corp - -32.6%

$GLOBALFOUNDRIES Inc.(GFS)$ - GlobalFoundries Inc - 3.1%

$Lumentum(LITE)$ - Lumentum Holdings Inc - 0.4%

$Tower Semiconductor(TSEM)$ - Tower Semiconductor Ltd - 2.1%

$Semtech(SMTC)$ - Semtech Corp - 6.1%

$Riot Platforms(RIOT)$ - Riot Platforms Inc - 1.0%

$TeraWulf Inc.(WULF)$ - TeraWulf Inc - -3.4%

$Ciena(CIEN)$ - CIENA Corp - -15.5%

$Nokia Oyj(NOK)$ - Nokia Corp ADR - -10.5%

$Almonty Industries Inc. (NASDAQ Uplisting)(ALM)$ - Almonty Industries Inc - -15.8%

$USA Rare Earth Inc.(USAR)$ - USA Rare Earth Inc - -23.0%

$ON Semiconductor(ON)$ - ON Semiconductor Corp - -21.6%

$Planet Labs Pbc(PL)$ - Planet Labs PBC - -35.2%

$Enphase Energy(ENPH)$ - Enphase Energy Inc - -28.0%

Corning Crashes 13%! AI Optical Collateral Damage?
Corning plunged 13.6%, becoming one of the clearest casualties of Meta's cloud computing report, as markets feared that hyperscaler in-house AI infrastructure buildouts would crimp demand for data center fiber and connectivity components. Corning's decline outpaced many chip stocks, making it a defining name in today's selloff. With panic selling overriding the long-term optical infrastructure expansion thesis, is this 13.6% drop an overreaction, or an early warning that AI hardware demand has peaked?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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