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 50
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?
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