π₯ 37 stocks with $5B+ market caps that made the biggest moves this week β organized by industry.
Hereβs where the strength showed up:
π» Software β Infrastructure
$Zscaler Inc.(ZS)$ $SailPoint Parent, LP(SAIL)$ $SentinelOne, Inc(S)$ $Rubrik Inc.(RBRK)$ $Palo Alto Networks(PANW)$ $Okta Inc.(OKTA)$ $Netskope, Inc.(NTSK)$ $Cloudflare, Inc.(NET)$ $NEBIUS(NBIS)$ $DigitalOcean Holdings, Inc.(DOCN)$ $CrowdStrike Holdings, Inc.(CRWD)$
π§© Software β Application
$Strategy(MSTR)$ $FrogAds, Inc.(FROG)$
πΎ Semiconductors
$Skyworks Solutions(SWKS)$ $Semtech(SMTC)$ $MaxLinear(MXL)$
π¬ Scientific & Technical Instruments
$Coherent(COHR)$
π’οΈ Oil & Gas Refining & Marketing
$PBF Energy Inc(PBF)$ $HF Sinclair Corporation(DINO)$
𧬠Medical Devices
$10x Genomics, Inc.(TXG)$ $Bruker(BRKR)$
π Internet Retail
$Wayfair(W)$
π₯ Health Information Services
$Tempus AI(TEM)$
π° Financial Data & Stock Exchanges
$Coinbase Global, Inc.(COIN)$
β‘ Electrical Equipment & Parts
$Forgent Power Solutions, Inc.(FPS)$
π₯οΈ Computer Hardware
$Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ $SUPER MICRO COMPUTER INC(SMCI)$
π‘ Communication Equipment
$Lumentum(LITE)$ $Hewlett Packard Enterprise(HPE)$
π Capital Markets
$Riot Platforms(RIOT)$ $MARA Holdings(MARA)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$ $Robinhood(HOOD)$ $Circle Internet Corp.(CRCL)$ $BITMINE IMMERSION TECHNOLOGIES INC(BMNR)$
The biggest concentration is clearly in software infrastructure, while semiconductors, AI-related hardware and capital markets also showed strong representation.
Save this list and use it as a starting point for your weekend research. ππ
Markets are always moving - and sometimes, the best move is knowing what works for you.
With Treasury yields, oil prices and rate expectations keeping markets on edge this week, investors are once again thinking carefully about where to position next. Thereβs no one-size-fits-all choice in investing β and the same goes for Tiger Merch. This monthβs hot picks are in, featuring the Tiger Toiletry Bag, Universal Travel Adapter, Tiger Umbrella and more favourites chosen by fellow Tigers.
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