Top 50 Momentum: Semis ($AMD $MU $INTC) & Software ($CRWD $NET) Dominate

This is a curated list of 50 high-volume stocks (>$100M average daily volume) showing relative strength across the market. The goal is to identify where institutional money is flowing and which themes are leading.

A clear pattern emerges: leadership is heavily concentrated in five key industry groups — Semiconductors, Software Infrastructure, Semiconductor Equipment, Electronic Components, and Computer Hardware. Together, these sectors form the core of the current AI and next-gen compute trade.

Outside of tech, selective strength is also appearing in areas like Energy (uranium), Travel, Solar, and Aerospace & Defense, suggesting pockets of rotation rather than broad-based participation.

This list is best used as a top-down scan tool — to track leadership, spot continuation setups, and quickly identify high-conviction names during pullbacks.

50 Strongest Name Trading Over $100M Avg Volume — Mainly Dominated by 5 Industry Groups

$Cameco(CCJ)$ – Uranium

$Expedia(EXPE)$ – Travel Services

$Albemarle(ALB)$ – Specialty Chemicals

$Nextpower(NXT)$ – Solar

$CoreWeave, Inc.(CRWV)$ – Software Infrastructure

$Cloudflare, Inc.(NET)$ – Software Infrastructure

$CrowdStrike Holdings, Inc.(CRWD)$ – Software Infrastructure

$NEBIUS(NBIS)$ – Software Infrastructure

$Twilio(TWLO)$ – Software Infrastructure

$Marvell Technology(MRVL)$ – Semiconductors

$ON Semiconductor(ON)$ – Semiconductors

$GLOBALFOUNDRIES Inc.(GFS)$ – Semiconductors

$Astera Labs, Inc.(ALAB)$ – Semiconductors

$ARM Holdings(ARM)$ – Semiconductors

$Credo Technology Group Holding Ltd(CRDO)$ – Semiconductors

$Rambus(RMBS)$ – Semiconductors

$Micron Technology(MU)$ – Semiconductors

$Advanced Micro Devices(AMD)$ – Semiconductors

$Intel(INTC)$ – Semiconductors

$Teradyne(TER)$ – Semiconductor Equipment

$Lam Research(LRCX)$ – Semiconductor Equipment

$Entrec Corp(ENTCF)$ – Semiconductor Equipment

$Amkor Technology(AMKR)$ – Semiconductor Equipment

$COHERENT(COHR)$ – Scientific Instruments

$CAVA Group Inc.(CAVA)$ – Restaurants

$MP Materials Corp.(MP)$ – Metals & Mining

$Roku Inc(ROKU)$ – Entertainment

$Celestica(CLS)$ – Electronic Components

$TTM Technologies Inc(TTMI)$ – Electronic Components

$Corning(GLW)$ – Electronic Components

$Flex Ltd(FLEX)$ – Electronic Components

$Vertiv Holdings LLC(VRT)$ – Electrical Equipment

$Bloom Energy Corp(BE)$ – Electrical Equipment

$Seagate Technology PLC(STX)$ – Computer Hardware

$Dell Technologies Inc.(DELL)$ – Computer Hardware

$Arista Networks(ANET)$ – Computer Hardware

$IONQ Inc.(IONQ)$ – Computer Hardware

$SanDisk Corp.(SNDK)$ – Computer Hardware

$Western Digital(WDC)$ – Computer Hardware

$Viavi Solutions(VIAV)$ – Communication Equipment

$Ciena(CIEN)$ – Communication Equipment

$Hewlett Packard Enterprise(HPE)$ – Communication Equipment

$Lumentum(LITE)$ – Communication Equipment

$IREN Ltd(IREN)$ – Capital Markets

$James Hardie Industries PLC(JHX)$ – Building Materials

$Rivian Automotive, Inc.(RIVN)$ – Auto Manufacturers

$Carvana Co.(CVNA)$ – Auto Dealerships

$Rocket Lab USA, Inc.(RKLB)$ – Aerospace & Defense

$Planet Labs Pbc(PL)$ – Aerospace & Defense

# Intel Surges 20% Post-Earnings — Is the CPU Making a Major Comeback?

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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