$AAOI $AXTI $WDC Lead a Relentless AI Supply Chain Rally

The AI supply chain continues to be the hottest sector this year.

$Applied Optoelectronics(AAOI)$ Applied Optoelectronics +302.72%

$AXT Inc(AXTI)$ AXT Inc +291.28%

$Syntec Optics Holdings, Inc.(OPTX)$ Syntec Optics +288.97%

$SanDisk Corp.(SNDK)$ SanDisk +286.52%

$Lightwave Logic, Inc.(LWLG)$ Lightwave Logic +276.00%

$Aehr Test(AEHR)$ Aehr Test Systems +253.85%

$Ichor Holdings Ltd.(ICHR)$ Ichor +233.56%

$Bloom Energy Corp(BE)$ Bloom Energy +141.84%

$Viavi Solutions(VIAV)$ VIAVI Solutions +125.93%

$Lumentum(LITE)$ Lumentum +124.79%

$FormFactor(FORM)$ FormFactor +121.75%

$Western Digital(WDC)$ Western Digital +106.67%

In a hot market, it just doesn’t make much sense to spend your time digging around for undervalued stocks.

That’s not what the market is rewarding right now, and it’s not where the money is flowing.

Instead, focus on the leading sectors and the leading stocks. Do more of what’s already working. It might seem counterintuitive, but the best stocks continue to make new highs, not new lows.

That doesn’t mean you should get careless or reckless. Risk management still matters just as much. Always manage risk.

But if there’s one thing to keep in mind, it’s this: strong stocks tend to stay strong for longer than most people expect.