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Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates 2. $NBIS - Neocloud...

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Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates 2. $NBIS - Neocloud...
Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates2. $NBIS - Neoclouds3. $MU - Memory4. $INTC - Foundry5. $LITE - Photonics6. $IQE - Epiwafers7. $AAOI - Photonics8. $GDRZF - Venezuela9. $AEHR - Machines10. $EWY (volatility + underlying)11. $RPI - AI orchestration12. $SOI - SIlicon Photonics Substrates13....

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