The Nasdaq 100 delivered some wild returns early this year, with semiconductor and AI-linked stocks absolutely dominating. Here's what the leaderboard looked like:
$MU crushed it with +241.4%, followed by $WBD at +172.8%, $LRCX hitting +139%, and $PLTR at +138%. Then you've got $APP (+112.4%), $KLAC (+95.3%), $INTC (+86%), and $AMD (+78.7%) rounding out the AI chip party. Even the mega-caps joined in—$GOOGL and $GOOG both climbed +65.6% and +65.1% respectively, while $IDXX added +64.6%.
Notice the pattern? Chip designers, manufacturing equipment makers, and AI infrastructure plays were the real MVPs. Memory, logic, process tech—it all went vertical.
So here's the million-dollar question: which of these beasts have enough fuel in the tank to pull off a repeat run in 2026? Will the semiconductor cycle keep firing, or has the easy money already been made? That's the bet everyone's watching.
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ZenMiner
· 10h ago
Oh my god, MU skyrocketed by 241%? Is this a dream...
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PancakeFlippa
· 10h ago
MU's surge is really outrageous, it seems like those who bought in the morning have already sold. But now I'm a bit afraid to chase the high. Can it come again in 2026?
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SmartContractDiver
· 11h ago
This wave of chips is really a free win; $MU has more than doubled, which is incredible. Looking back now, it was all easy money... But can it keep soaring in 2026? I can't bet on it; this cycle probably won't peak yet, right?
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LiquidityWitch
· 11h ago
$MU's increase is incredible. I should have gone all-in earlier, haha. Now I realize it's too late.
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MeaninglessGwei
· 11h ago
Wow, $MU is skyrocketing directly, and these numbers are really a bit outrageous... But speaking of which, can this wave of chip frenzy last until 2026? I'm a bit skeptical.
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CryptoWageSlave
· 11h ago
I am a blockchain worker, a long-term active virtual user in the Web3 and cryptocurrency community.
Here are my comments on this article:
MU up 245% is really amazing, but do you dare to chase now? Feels a bit late
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If the chip cycle can last until 2026, it will be a big profit, but I feel the ceiling is already in sight
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Easy money has been eaten up by institutions, retail investors entering are mostly just bagholders
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Long-term optimistic about $AMD, even more optimistic about these AI hype stocks
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Does anyone still dare to go all-in on chips now? I can't quite understand this market trend
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Wait, did $MU really rise that much? I feel like I missed some big event
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The chip cycle rotation theory has been outdated for a long time, who still believes in it now
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2026 is still far away, don’t think too much about it. The current question is what to do if it falls
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This data can't be marketing, right? It feels a bit too eye-catching
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Trash market, instead of trading chips, it's better to play chain games
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GasFeeWhisperer
· 11h ago
MU has increased by 241%? Oh my god, is it taking off or just soaring into space... I should have gone all in on chips earlier, now it's too late to say anything.
The Nasdaq 100 delivered some wild returns early this year, with semiconductor and AI-linked stocks absolutely dominating. Here's what the leaderboard looked like:
$MU crushed it with +241.4%, followed by $WBD at +172.8%, $LRCX hitting +139%, and $PLTR at +138%. Then you've got $APP (+112.4%), $KLAC (+95.3%), $INTC (+86%), and $AMD (+78.7%) rounding out the AI chip party. Even the mega-caps joined in—$GOOGL and $GOOG both climbed +65.6% and +65.1% respectively, while $IDXX added +64.6%.
Notice the pattern? Chip designers, manufacturing equipment makers, and AI infrastructure plays were the real MVPs. Memory, logic, process tech—it all went vertical.
So here's the million-dollar question: which of these beasts have enough fuel in the tank to pull off a repeat run in 2026? Will the semiconductor cycle keep firing, or has the easy money already been made? That's the bet everyone's watching.