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.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 7
  • Repost
  • Share
Comment
0/400
ZenMinervip
· 10h ago
Oh my god, MU skyrocketed by 241%? Is this a dream...
View OriginalReply0
PancakeFlippavip
· 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?
View OriginalReply0
SmartContractDivervip
· 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?
View OriginalReply0
LiquidityWitchvip
· 11h ago
$MU's increase is incredible. I should have gone all-in earlier, haha. Now I realize it's too late.
View OriginalReply0
MeaninglessGweivip
· 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.
View OriginalReply0
CryptoWageSlavevip
· 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 --- If the chip cycle can last until 2026, it will be a big profit, but I feel the ceiling is already in sight --- Easy money has been eaten up by institutions, retail investors entering are mostly just bagholders --- Long-term optimistic about $AMD, even more optimistic about these AI hype stocks --- Does anyone still dare to go all-in on chips now? I can't quite understand this market trend --- Wait, did $MU really rise that much? I feel like I missed some big event --- The chip cycle rotation theory has been outdated for a long time, who still believes in it now --- 2026 is still far away, don’t think too much about it. The current question is what to do if it falls --- This data can't be marketing, right? It feels a bit too eye-catching --- Trash market, instead of trading chips, it's better to play chain games
View OriginalReply0
GasFeeWhisperervip
· 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.
View OriginalReply0
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)