AI, Semis & Fintech: 48 Stocks Dominating Capital Flows
Money is rotating into a surprisingly concentrated group of stocks.
These 48 names are all trading with more than $100 million in daily dollar volume, making them some of the most liquid and institutionally relevant opportunities on the market right now.
Focus on these 48 leading names trading above $100M dollar volume — they may outperform what your own watchlist is surfacing.
$CarMax(KMX)$ — Auto & Truck Dealerships
$Galaxy Digital Holdings Ltd.(GLXY)$ — Capital Markets
$Robinhood(HOOD)$ — Capital Markets
$Hut 8 Mining Corp(HUT)$ — Capital Markets
$MARA Holdings(MARA)$ — Capital Markets
$Dell Technologies Inc.(DELL)$ — Computer Hardware
$SanDisk Corp.(SNDK)$ — Computer Hardware
$Seagate Technology PLC(STX)$ — Computer Hardware
$Western Digital(WDC)$ — Computer Hardware
$Affirm Holdings, Inc.(AFRM)$ — Credit Services
$Bloom Energy Corp(BE)$ — Electrical Equipment & Parts
$Ouster Inc.(OUST)$ — Electronic Components
$Roku Inc(ROKU)$ — Entertainment
$SSR Mining Inc(SSRM)$ — Gold
$10x Genomics, Inc.(TXG)$ — Health Information Services
$APPLIED DIGITAL CORP(APLD)$ — Information Technology Services
$Cipher Mining Inc.(CIFR)$ — Information Technology Services
$Keel Infrastructure Corp(KEEL)$ — Information Technology Services
$Penguin Solutions, Inc.(PENG)$ — Information Technology Services
$Wayfair(W)$ — Internet Retail
$Butterfly Network Inc(BFLY)$ — Medical Devices
$Warby Parker Inc.(WRBY)$ — Medical Instruments & Supplies
$Solaris Energy Infrastructure, Inc.(SEI)$ — Oil & Gas Equipment & Services
$FRONTLINE PLC(FRO)$ — Oil & Gas Midstream
$COHERENT(COHR)$ — Scientific & Technical Instruments
$Aehr Test(AEHR)$ — Semiconductor Equipment & Materials
$Amkor Technology(AMKR)$ — Semiconductor Equipment & Materials
$Entegris(ENTG)$ — Semiconductor Equipment & Materials
$KLA-Tencor(KLAC)$ — Semiconductor Equipment & Materials
$Astera Labs, Inc.(ALAB)$ — Semiconductors
$Allegro MicroSystems, Inc.(ALGM)$ — Semiconductors
$ARM Holdings(ARM)$ — Semiconductors
$Credo Technology Group Holding Ltd(CRDO)$ — Semiconductors
$Intel(INTC)$ — Semiconductors
$Marvell Technology(MRVL)$ — Semiconductors
$Micron Technology(MU)$ — Semiconductors
$MaxLinear(MXL)$ — Semiconductors
$Qualcomm(QCOM)$ — Semiconductors
$Vishay Intertechnology(VSH)$ — Semiconductors
$Wolfspeed Inc.(WOLF)$ — Semiconductors
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.
