High-Momentum Expansion: RS Leaders with >5% ADR Across AI, Semis & Infra

Momentum is clustering in AI supply chain, semiconductors, and infrastructure, with high-ADR names leading as capital rotates into volatility and strength.

High-Momentum Leaders: 28 Stocks Showing Expanding Relative Strength (>5% ADR)

$Planet Labs Pbc(PL)$ – Aerospace & Defense

$Rocket Lab USA, Inc.(RKLB)$ – Aerospace & Defense

$Carvana Co.(CVNA)$ – Auto & Truck Dealerships

$Carrier Global Corporation(CARR)$ – Building Products & Equipment

$IREN Ltd(IREN)$ – Capital Markets

$Applied Optoelectronics(AAOI)$ – Communication Equipment

$Ciena(CIEN)$ – Communication Equipment

$Lumentum(LITE)$ – Communication Equipment

$Viavi Solutions(VIAV)$ – Communication Equipment

$Dell Technologies Inc.(DELL)$ – Computer Hardware

$SanDisk Corp.(SNDK)$ – Computer Hardware

$Bloom Energy Corp(BE)$ – Electrical Equipment

$Celestica(CLS)$ – Electronic Components

$TTM Technologies Inc(TTMI)$ – Electronic Components

$Somnigroup International Inc(SGI)$ – Furnishings, Fixtures & Appliances

$Aurora Innovation(AUR)$ – IT Services

$COHERENT(COHR)$ – Scientific Instruments

$Amkor Technology(AMKR)$ – Semiconductor Equipment

$Astera Labs, Inc.(ALAB)$ – Semiconductors

$Credo Technology Group Holding Ltd(CRDO)$ – Semiconductors

$Intel(INTC)$ – Semiconductors

$Micron Technology(MU)$ – Semiconductors

$Rambus(RMBS)$ – Semiconductors

$Semtech(SMTC)$ – Semiconductors

$Tower Semiconductor(TSEM)$ – Semiconductors

$CoreWeave, Inc.(CRWV)$ – Software Infrastructure

$NEBIUS(NBIS)$ – Software Infrastructure

$Albemarle(ALB)$ – Specialty Chemicals