To The Moon

1. TSM (Taiwan Semiconductor Manufacturing)

• Sector/Industry: Technology / Semiconductors (Foundry)

• Market Cap: ~$2.2T (Mega-cap)

• 52-Week Performance: Range ~$206–$450; strong gains (~40%+ YTD in 2026, up significantly over the year) near highs. 

• Growth Stream: Dominant AI chip foundry (Nvidia, etc.); advanced node expansions, 30%+ revenue guidance; global semiconductor demand.

2. AVGO (Broadcom)

• Sector/Industry: Technology / Semiconductors

• Market Cap: ~$1.82T (Mega-cap)

• 52-Week Performance: Range ~$244–$495; solid gains, trading mid-to-upper range with AI momentum. 

• Growth Stream: AI networking, custom ASICs, VMware synergies; consistent revenue beats and infrastructure spending.

3. MU (Micron Technology)

• Sector/Industry: Technology / Semiconductors (Memory)

• Market Cap: ~$1.11T (Mega-cap)

• 52-Week Performance: Range ~$103–$1,089; explosive gains (200%+ in recent periods, strong 2026 rally). 

• Growth Stream: HBM/memory for AI data centers; supply constraints and demand surge driving EPS/revenue growth.

4. AMAT (Applied Materials)

• Sector/Industry: Technology / Semiconductor Equipment & Materials

• Market Cap: ~$450B (Mega-cap)

• 52-Week Performance: Range ~$154–$570; exceptional (~230%+ over 1 year, near all-time highs). 

• Growth Stream: Fab equipment for AI/advanced chips; capex boom from foundries and memory makers.

5. KLAC (KLA Corporation)

• Sector/Industry: Technology / Semiconductor Equipment & Materials (Process Control)

• Market Cap: ~$332B (Mega-cap)

• 52-Week Performance: Strong range expansion and gains (near highs, significant YTD uplift). 

• Growth Stream: Yield management/inspection critical for advanced packaging & logic; 13-17% CAGR outlook.

6. ASML

• Sector/Industry: Technology / Semiconductor Equipment & Materials (Lithography)

• Market Cap: ~$718B (Mega-cap)

• 52-Week Performance: Range ~$683–$1,904; robust gains (~145%+ over year, near highs). 

• Growth Stream: EUV monopoly for cutting-edge nodes; raised 2026 revenue outlook on AI demand.

7. MRVL (Marvell Technology)

• Sector/Industry: Technology / Semiconductors (Data Center/Networking)

• Market Cap: ~$245B (Mega-cap)

• 52-Week Performance: Range ~$61–$324; very strong rally (200%+ in 2026). 

• Growth Stream: AI accelerators, Ethernet, custom silicon; data center infrastructure expansion.

8. ONTO (Onto Innovation)

• Sector/Industry: Technology / Semiconductor Equipment & Materials (Metrology/Process Control)

• Market Cap: ~$16B (Large-cap)

• 52-Week Performance: Range ~$89–$327; outstanding (~105%+ YTD, near highs). 

• Growth Stream: Advanced packaging inspection for AI chips; revenue growth from complexity in semiconductors.

9. ROKU

• Sector/Industry: Communication Services / Entertainment (Streaming)

• Market Cap: ~$21B (Large-cap)

• 52-Week Performance: Range ~$78–$149; positive momentum with recent surges. 

• Growth Stream: Platform monetization, user/engagement growth, advertising; streaming shift and profitability improvements.

10. MKSI (MKS Instruments)

• Sector/Industry: Technology / Scientific & Technical Instruments (Semi/Advanced Markets)

• Market Cap: ~$24B (Large-cap)

• 52-Week Performance: Range ~$88–$359; strong recovery/rally (~123% in 2026). 

• Growth Stream: Components for semi manufacturing and electronics; cyclical recovery + AI-related demand