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QuantAbundance
Performance

Top performers - 2026 YTD

A record of the AI buildout's biggest 2026 gainers through May: the 15 names of a year-to-date leaderboard posted on X on May 2, 2026, plus ARM, STX and CIEN, added on May 31 (+140% to +213% year to date by then). Not updated since. Heavy concentration in optical transceivers (AAOI, LITE, VIAV), compound semis (AXTI, NVTS), memory (SNDK, WDC, MU), semi test (AEHR) and datacenter power (BE, VRT): the picks-and-shovels of the capacity bottleneck.

Aligns with the Networking / Optical bubble5/18

Hypothetical· equal-weight buy at inception, mark-to-market today

May 2 → Nov 6 · 18/18 picks · equal-weight
-39.2%
Top performers - 2026 YTD
+2.4%
SPY
-41.6%
alpha
topMU+19.4%·ARM-13.2%·MRVL-13.4%
dragAAOI-71.2%·PL-67.4%·AXTI-63.2%

Frequently asked questions

What stocks are in the Top performers - 2026 YTD watchlist?
The Top performers - 2026 YTD watchlist tracks 18 tickers on QuantAbundance: AXTI, AAOI, SNDK, AEHR, BE, VIAV, INTC, LITE, WDC, NVTS, plus 8 more.
What is the best-performing stock in Top performers - 2026 YTD?
On the year-to-date returns recorded when the list was built, AXTI leads Top performers - 2026 YTD at 487.0%. Laggard: PL at 87.0%.
What is the Top performers - 2026 YTD watchlist?
A record of the AI buildout's biggest 2026 gainers through May: the 15 names of a year-to-date leaderboard posted on X on May 2, 2026, plus ARM, STX and CIEN, added on May 31 (+140% to +213% year to date by then). Not updated since. Heavy concentration in optical transceivers (AAOI, LITE, VIAV), compound semis (AXTI, NVTS), memory (SNDK, WDC, MU), semi test (AEHR) and datacenter power (BE, VRT): the picks-and-shovels of the capacity bottleneck.

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