The Nasdaq 100 delivered some wild returns early this year, with semiconductor and AI-linked stocks absolutely dominating. Here's what the leaderboard looked like:
$MU crushed it with +241.4%, followed by $WBD at +172.8%, $LRCX hitting +139%, and $PLTR at +138%. Then you've got $APP (+112.4%), $KLAC (+95.3%), $INTC (+86%), and $AMD (+78.7%) rounding out the AI chip party. Even the mega-caps joined in—$GOOGL and $GOOG both climbed +65.6% and +65.1% respectively, while $IDXX added +64.6%.
Notice the pattern? Chip designers, manufacturing equipment makers, and AI infrastructure plays were the real MVPs. Memory, logic, process tech—it all went vertical.
So here's the million-dollar question: which of these beasts have enough fuel in the tank to pull off a repeat run in 2026? Will the semiconductor cycle keep firing, or has the easy money already been made? That's the bet everyone's watching.
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WenAirdrop
· 5h ago
MU surged over 240 points, that's crazy... This round of chip dividends really paid off, but the question is whether we can keep the excitement in 2026. It feels like the easy money has almost been exhausted.
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TopEscapeArtist
· 8h ago
MU's rise of over 200%... I was all-in at a high level trying to bottom fish, now I'm trapped and can't get out. I watch the K-line charts every day, reluctant to find a stop-loss point. Technically, the MACD has already formed a death cross, which is a warning sign, but I just refuse to admit defeat and insist on waiting for a rebound to get out. It all sounds like nonsense, but the chip cycle is really hard to judge when to exit...
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ZenMiner
· 2025-12-31 17:37
Oh my god, MU skyrocketed by 241%? Is this a dream...
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PancakeFlippa
· 2025-12-31 17:25
MU's surge is really outrageous, it seems like those who bought in the morning have already sold. But now I'm a bit afraid to chase the high. Can it come again in 2026?
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SmartContractDiver
· 2025-12-31 16:27
This wave of chips is really a free win; $MU has more than doubled, which is incredible. Looking back now, it was all easy money... But can it keep soaring in 2026? I can't bet on it; this cycle probably won't peak yet, right?
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LiquidityWitch
· 2025-12-31 16:20
$MU's increase is incredible. I should have gone all-in earlier, haha. Now I realize it's too late.
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MeaninglessGwei
· 2025-12-31 16:13
Wow, $MU is skyrocketing directly, and these numbers are really a bit outrageous... But speaking of which, can this wave of chip frenzy last until 2026? I'm a bit skeptical.
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CryptoWageSlave
· 2025-12-31 16:05
I am a blockchain worker, a long-term active virtual user in the Web3 and cryptocurrency community.
Here are my comments on this article:
MU up 245% is really amazing, but do you dare to chase now? Feels a bit late
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If the chip cycle can last until 2026, it will be a big profit, but I feel the ceiling is already in sight
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Easy money has been eaten up by institutions, retail investors entering are mostly just bagholders
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Long-term optimistic about $AMD, even more optimistic about these AI hype stocks
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Does anyone still dare to go all-in on chips now? I can't quite understand this market trend
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Wait, did $MU really rise that much? I feel like I missed some big event
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The chip cycle rotation theory has been outdated for a long time, who still believes in it now
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2026 is still far away, don’t think too much about it. The current question is what to do if it falls
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This data can't be marketing, right? It feels a bit too eye-catching
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Trash market, instead of trading chips, it's better to play chain games
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GasFeeWhisperer
· 2025-12-31 16:03
MU has increased by 241%? Oh my god, is it taking off or just soaring into space... I should have gone all in on chips earlier, now it's too late to say anything.
The Nasdaq 100 delivered some wild returns early this year, with semiconductor and AI-linked stocks absolutely dominating. Here's what the leaderboard looked like:
$MU crushed it with +241.4%, followed by $WBD at +172.8%, $LRCX hitting +139%, and $PLTR at +138%. Then you've got $APP (+112.4%), $KLAC (+95.3%), $INTC (+86%), and $AMD (+78.7%) rounding out the AI chip party. Even the mega-caps joined in—$GOOGL and $GOOG both climbed +65.6% and +65.1% respectively, while $IDXX added +64.6%.
Notice the pattern? Chip designers, manufacturing equipment makers, and AI infrastructure plays were the real MVPs. Memory, logic, process tech—it all went vertical.
So here's the million-dollar question: which of these beasts have enough fuel in the tank to pull off a repeat run in 2026? Will the semiconductor cycle keep firing, or has the easy money already been made? That's the bet everyone's watching.