What stocks are in the The Leading Stocks · 2026-05-03 watchlist?

The The Leading Stocks · 2026-05-03 watchlist tracks 50 tickers on QuantAbundancia: SNDK, BE, STX, LITE, WDC, CIEN, NOK, FIX, ENLT, VRT, plus 40 more.

What is the best-performing stock in The Leading Stocks · 2026-05-03 YTD?

Year-to-date, AXTI leads The Leading Stocks · 2026-05-03 at 458.1%. Laggard: ALMU at 48.0%.

Performance

The Leading Stocks · 2026-05-03

49 momentum-ranked stocks across three editorial tiers - Market Leaders (go-to names), Next-Gen Leaders (young high-growth), and Speculative Leaders (story stocks with momentum). Sourced from fullstackinvestor.co's leaderboard, snapshot taken 2026-05-03. YTD performance ranges from +47% (Aeluma) to +458% (AXT). Heavy Memory + Power + Optical/Photonics representation in the top tier - convergent with our DRAM bubble + Datacenter Power theme.

source: fullstackinvestor.co via tweet @Speculator_io 2026-05-03

Aligns with the Cooling / DC Infra bubble6/50

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

May 3 → Jul 16 · 49/50 picks · equal-weight

-15.4%

The Leading Stocks · 2026-05-03

+4.6%

SPY

-20.0%

alpha

topMU+47.6%·ICHR+37.3%·FCEL+32.5%

dragLWLG-60.6%·AXTI-56.9%·UAMY-54.4%

Market Leaders

17 picks

#1
SNDKSanDisk Corporation
NAND flash post-WDC spinoff. Already in our DRAM bubble + Top Performers (PR #28).
+386%
YTD
$1411.08last
#2
BEBloom Energy Corporation
Bloom Energy - fuel cells for AI datacenter power. Convergent with Datacenter Power theme.
+221%
YTD
$206.73last
#3
STXSeagate Technology Holdings plc
Seagate - HDD storage; AI training datasets driving capacity demand.
+158%
YTD
$745.49last
#4
LITELumentum Holdings Inc.
Lumentum - optical components; AI cluster interconnect demand.
+150%
YTD
$706.23last
#5
WDCWestern Digital Corporation
Western Digital - post-NAND spinoff parent (HDD focus).
+144%
YTD
$466.81last
#6
CIENCiena Corporation
Ciena - networking gear for hyperscaler interconnect.
+122%
YTD
$388.81last
#7
NOKNokia Oyj (ADR)
Nokia ADR - 5G + Q4 2025 NVDA AI/5G JV announcement.
+102%
YTD
$10.38last
#8
FIXComfort Systems USA, Inc.
Comfort Systems USA - datacenter HVAC build-out.
+99%
YTD
$1680.60last
#9
ENLTEnlight Renewable Energy Ltd.
Enlight Renewable Energy - utility-scale solar/storage; AI power thesis.
+95%
YTD
$89.04last
#10
VRTVertiv Holdings Co
Vertiv Holdings - datacenter cooling + power infrastructure.
+94%
YTD
$294.11last
#11
MRVLMarvell Technology, Inc.
Marvell Technology - custom AI silicon, optical DSPs.
+90%
YTD
$188.30last
#12
ASXASE Technology Holding Co., Ltd. (ADR)
ASE - semiconductor packaging, advanced 2.5D/3D for HBM.
+89%
YTD
$39.51last
#13
ARMArm Holdings plc
Arm Holdings - CPU IP, hyperscaler custom silicon.
+87%
YTD
$262.01last
#14
MUMicron Technology, Inc.
Micron - HBM3E supplier; heaviest-weighted in our DRAM bubble.
+84%
YTD
$853.20last
#15
UIUbiquiti Inc.
Ubiquiti - networking equipment, enterprise + cloud edge.
+82%
YTD
$543.92last
#16
GLWCorning Incorporated
Corning - fiber optics + display glass.
+78%
YTD
$158.39last
#17
NBISNebius Group N.V.
Nebius Group - European AI cloud; appears in NVIDIA's 13F book.
+78%
YTD
$171.77last

Next-Gen Leaders

17 picks

#1
AAOIApplied Optoelectronics, Inc.
Applied Optoelectronics - 800G optical transceivers for AI clusters.
+405%
YTD
$100.24last
#2
MXLMaxLinear, Inc.
MaxLinear - high-speed connectivity ICs.
+333%
YTD
$74.40last
#3
ICHRIchor Holdings, Ltd.
Ichor Holdings - fluid delivery subsystems for semi capex.
+236%
YTD
$83.74last
#4
VIAVViavi Solutions Inc.
Viavi Solutions - optical test + measurement.
+207%
YTD
$36.93last
#5
FSLYFastly, Inc.
Fastly - edge cloud / CDN.
+172%
YTD
$20.32last
#6
POWLPowell Industries, Inc.
Powell Industries - electrical infrastructure for datacenters.
+155%
YTD
$235.79last
#7
AMPXAmprius Technologies, Inc.
Amprius - high-density silicon batteries.
+147%
YTD
$10.10last
#8
VICRVicor Corporation
Vicor - power conversion modules for AI servers.
+141%
YTD
$230.41last
#9
FORMFormFactor, Inc.
FormFactor - semiconductor probe cards / test infrastructure.
+138%
YTD
$107.11last
#10
ALMAlmonty Industries Corp.
Almonty Industries - tungsten miner; western critical-minerals re-shoring.
+135%
YTD
$13.18last
#11
ARGNArgan, Inc.
Argan - power-plant engineering; gas-turbine buildout for AI load.
+120%
YTD
- last
#12
DOCNDigitalOcean Holdings, Inc.
DigitalOcean - cloud infrastructure for SMB / AI dev.
+111%
YTD
$117.02last
#13
LGNLegence Corp.
Legence - building-systems engineering; recent IPO.
+110%
YTD
$69.13last
#14
ADEAAdeia Inc.
Adeia - semiconductor + media IP licensing.
+90%
YTD
$25.90last
#15
GNRCGenerac Holdings Inc.
Generac - backup-power generators; datacenter + residential.
+88%
YTD
$215.38last
#16
PLPlanet Labs PBC
Planet Labs - earth observation satellites; in our Space bubble.
+86%
YTD
$22.09last
#17
VSATViasat, Inc.
Viasat - satellite broadband + defense comms.
+86%
YTD
$68.71last

Speculative Leaders

16 picks

#1
AXTIAXT, Inc.
AXT Inc - InP / GaAs semiconductor substrates for optical + RF.
+458%
YTD
$45.57last
#2
LWLGLightwave Logic, Inc.
Lightwave Logic - electro-optic polymer modulators (long-duration story).
+401%
YTD
$6.29last
#3
AEHRAehr Test Systems
Aehr Test Systems - semiconductor burn-in test for SiC + AI.
+343%
YTD
$84.20last
#4
SATLSatellogic Inc.
Satellogic - earth-observation smallsats; in our Space bubble.
+270%
YTD
$3.57last
#5
OPTXSyntec Optics Holdings, Inc.
Syntec Optics - micro-optics manufacturing.
+197%
YTD
$7.52last
#6
SPIRSpire Global, Inc.
Spire Global - RF satellite data; in our Space bubble.
+138%
YTD
$12.15last
#7
NVTSNavitas Semiconductor Corporation
Navitas Semiconductor - GaN + SiC power semis.
+133%
YTD
$11.76last
#8
UAMYUnited States Antimony Corporation
United States Antimony - critical-minerals re-shoring; flame-retardant + battery applications.
+131%
YTD
$5.33last
#9
USARUSA Rare Earth, Inc.
USA Rare Earth - domestic rare-earth supply chain.
+114%
YTD
$15.91last
#10
TSSITSS, Inc.
TSS Inc - datacenter integration services for AI workloads.
+108%
YTD
$9.86last
#11
BKSYBlackSky Technology Inc.
BlackSky Technology - earth-observation satellites + AI-derived intelligence.
+85%
YTD
$21.46last
#12
WULFTeraWulf Inc.
TeraWulf - bitcoin mining + AI HPC pivot.
+82%
YTD
$17.98last
#13
FCELFuelCell Energy, Inc.
FuelCell Energy - fuel cell power systems.
+77%
YTD
$17.26last
#14
CRMLCritical Metals Corp.
Critical Metals - Greenland rare-earth project.
+75%
YTD
$6.71last
#15
CPSHCPS Technologies Corporation
CPS Technologies - metal-matrix composites for thermal management.
+60%
YTD
$4.59last
#16
ALMUAeluma, Inc.
Aeluma - III-V semiconductor photonics startup.
+48%
YTD
$15.14last

Frequently asked questions

What stocks are in the The Leading Stocks · 2026-05-03 watchlist?: The The Leading Stocks · 2026-05-03 watchlist tracks 50 tickers on QuantAbundancia: SNDK, BE, STX, LITE, WDC, CIEN, NOK, FIX, ENLT, VRT, plus 40 more.
What is the best-performing stock in The Leading Stocks · 2026-05-03 YTD?: Year-to-date, AXTI leads The Leading Stocks · 2026-05-03 at 458.1%. Laggard: ALMU at 48.0%.
What is the The Leading Stocks · 2026-05-03 watchlist?: 49 momentum-ranked stocks across three editorial tiers - Market Leaders (go-to names), Next-Gen Leaders (young high-growth), and Speculative Leaders (story stocks with momentum). Sourced from fullstackinvestor.co's leaderboard, snapshot taken 2026-05-03. YTD performance ranges from +47% (Aeluma) to +458% (AXT). Heavy Memory + Power + Optical/Photonics representation in the top tier - convergent with our DRAM bubble + Datacenter Power theme.

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