May. 11 at 8:46 PM
Today, all of these stocks hit all-time highs at some point.
Texas Instruments
$TXN
Lam Research
$LRCX
Axt Inc
$AXTI
Datadog
$DDOG
Applied Digital
$APLD
Today’s All-Time High (ATH) list showcases a "Full-Stack Recovery" across the AI value chain! 🚀
The surges in
$AXTI and
$TXN highlight the critical demand for compound semis and analog chips in AI power management, while
$LRCX proves the indispensability of 2nm wafer equipment. Notably,
$APLD is being re-rated as a "Next-Gen Infra Giant" following its pivot to hyperscale AI data centers. Meanwhile,
$DDOG hitting records marks the harvest season for AI software monitoring and security.
This isn't just an NVDA solo anymore—it’s a collective AI ecosystem rally! Which of these five ATH leaders do you think is still undervalued? Share your logic in the comments!