Screening criteria: Dollar volume above $100M. Organized by industry group.
🏭 Steel
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$ $cleveland-cliffs(CLF)$ — Steel
⚙️ Specialty Industrial Machinery
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$Mirion(MIR)$ — Specialty Industrial Machinery
💻 Software — Infrastructure
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$Tenable Holdings Inc.(TENB)$ — Software - Infrastructure
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$SentinelOne, Inc(S)$ — Software - Infrastructure
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$Netskope, Inc.(NTSK)$ — Software - Infrastructure
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$Global Payments(GPN)$ — Software - Infrastructure
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$GoDaddy(GDDY)$ — Software - Infrastructure
🖥️ Software — Application
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$ServiceTitan(TTAN)$ — Software - Application
🔬 Semiconductors
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$NXP Semiconductors NV(NXPI)$ — Semiconductors
🧪 Semiconductor Equipment & Materials
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$Entegris(ENTG)$ — Semiconductor Equipment & Materials
🛢️ Oil & Gas Equipment & Services
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$Solaris Energy Infrastructure, Inc.(SEI)$ — Oil & Gas Equipment & Services
💎 Luxury Goods
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$The RealReal(REAL)$ — Luxury Goods
🛍️ Internet Retail
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$Etsy(ETSY)$ — Internet Retail
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$Instacart, Inc. (Maplebear Inc.)(CART)$ — Internet Retail
🏥 Health Information Services
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$Tempus AI(TEM)$ — Health Information Services
15 names. Dollar volume above $100M. A cross-industry snapshot of where the strongest stock moves are happening this week.
Comments
好多人都意识到AI不是PPT，也不是故事，AI已经进入拼资本、拼基础设施、拼现金流的阶段，谁能一边扩张一边赚钱，谁就拥有估值，谁只能扩张却赚不到现金，谁就会被市场重新定价，而这场财报季，本质上就是资本市场对三大云厂商的一次排座位。