AI silicon, ranked
Sorted by market cap. Click any row for the full read, or trade it with a partner broker.
| # | Name | Price▾ | 1D▾ | 5D▾ | Market cap▾ | Market sentiment▾ | X posts▾ | 7D | |
|---|---|---|---|---|---|---|---|---|---|
| 1 |
NVDA
NVIDIA
NVDA · AI chips
|
$222.27POST $222.43 +0.07% | +1.34% | +1.82% | $5.29T |
69
|
- | ||
| 2 |
TSM
TSMC
TSM · Equipment & EDA
|
$434.67POST $433.40 -0.29% | +1.02% | +0.33% | $2.25T |
59
|
- | ||
| 3 |
AVGO
Broadcom
AVGO · AI chips
|
$357.61POST $357.47 -0.04% | +2.97% | -1.21% | $1.66T |
57
|
- | ||
| 4 |
MU
Micron Technology
MU · Memory & storage
|
$1,015.80POST $1,016.20 +0.04% | +3.92% | +4.16% | $1.10T |
76
|
- | ||
| 5 |
AMD
Advanced Micro Devices
AMD · AI chips
|
$559.82POST $557.50 -0.41% | +2.70% | +8.46% | $889.9B |
86
|
- | ||
| 6 |
ASML
ASML Holding
ASML · Equipment & EDA
|
$1,679.92POST $1,673.99 -0.35% | +3.08% | -1.08% | $652.1B |
58
|
- | ||
| 7 |
INTC
Intel
INTC · AI chips
|
$108.60POST $109.01 +0.38% | -0.18% | +5.50% | $575.1B |
54
|
- | ||
| 8 |
DELL
Dell Technologies
DELL · Power & systems
|
$568.06POST $570.50 +0.43% | -3.46% | +0.14% | $374.1B |
46
|
- | ||
| 9 |
LRCX
Lam Research
LRCX · Equipment & EDA
|
$288.11POST $287.59 -0.18% | +6.98% | -3.39% | $337.0B |
50
|
- | ||
| 10 |
AMAT
Applied Materials
AMAT · Equipment & EDA
|
$444.57POST $443.42 -0.26% | +6.51% | -2.61% | $331.3B |
53
|
- | ||
| 11 |
ARM
Arm Holdings
ARM · AI chips
|
$275.61POST $275.00 -0.22% | +4.04% | +4.09% | $260.6B |
75
|
- | ||
| 12 |
ANET
Arista Networks
ANET · Optical & networking
|
$199.39POST $199.79 +0.20% | -0.07% | -0.10% | $251.7B |
47
|
- | ||
| 13 |
SNDK
SanDisk
SNDK · Memory & storage
|
$1,791.82POST $1,793.02 +0.07% | +10.99% | +9.70% | $236.4B |
83
|
- | ||
| 14 |
KLAC
KLA Corporation
KLAC · Equipment & EDA
|
$176.99POST $176.83 -0.09% | +4.74% | -2.02% | $220.8B |
55
|
- | ||
| 15 |
MRVL
Marvell Technology
MRVL · Optical & networking
|
$244.25POST $242.50 -0.72% | +1.45% | +3.45% | $211.1B |
68
|
- | ||
| 16 |
QCOM
Qualcomm
QCOM · AI chips
|
$177.72POST $178.08 +0.20% | -5.82% | -2.34% | $198.2B |
20
|
- | ||
| 17 |
WDC
Western Digital
WDC · Memory & storage
|
$441.36POST $441.62 +0.06% | +4.13% | -1.30% | $183.7B |
55
|
- | ||
| 18 |
STX
Seagate Technology
STX · Memory & storage
|
$858.79POST $859.90 +0.13% | +6.93% | +3.45% | $182.6B |
76
|
- | ||
| 19 |
ETN
Eaton
ETN · Power & systems
|
$424.77POST $424.88 +0.03% | +3.74% | -0.14% | $159.0B |
69
|
- | ||
| 20 |
VRT
Vertiv Holdings
VRT · Power & systems
|
$249.39POST $249.28 -0.04% | +3.27% | -2.98% | $93.0B |
45
|
- | ||
| 21 |
LITE
Lumentum
LITE · Optical & networking
|
$930.91POST $929.00 -0.21% | +4.17% | +0.42% | $80.2B |
70
|
- | ||
| 22 |
CDNS
Cadence Design Systems
CDNS · Equipment & EDA
|
$282.90POST $283.22 +0.11% | +0.76% | -2.24% | $77.3B |
42
|
- | ||
| 23 |
SNPS
Synopsys
SNPS · Equipment & EDA
|
$384.97POST $385.41 +0.11% | +1.00% | -3.12% | $73.0B |
45
|
- | ||
| 24 |
NBIS
Nebius Group
NBIS · Neoclouds
|
$223.54POST $222.05 -0.67% | +2.55% | -0.45% | $59.3B |
62
|
- | ||
| 25 |
COHR
Coherent
COHR · Optical & networking
|
$317.36POST $316.50 -0.27% | +7.22% | +3.93% | $58.0B |
79
|
- | ||
| 26 |
MPWR
Monolithic Power Systems
MPWR · AI chips
|
$1,217.80POST $1,216.94 -0.07% | +4.12% | -1.35% | $57.5B |
58
|
- | ||
| 27 |
CIEN
Ciena
CIEN · Optical & networking
|
$348.80POST $348.71 -0.03% | +1.32% | -0.21% | $48.8B |
57
|
- | ||
| 28 |
CRWV
CoreWeave
CRWV · Neoclouds
|
$81.36POST $81.35 -0.01% | +1.85% | -8.57% | $44.1B |
42
|
- | ||
| 29 |
CRDO
Credo Technology
CRDO · Optical & networking
|
$175.89POST $175.28 -0.35% | +4.54% | +7.94% | $31.6B |
74
|
- | ||
| 30 |
SMCI
Super Micro Computer
SMCI · Power & systems
|
$39.09POST $38.99 -0.26% | -3.12% | -2.52% | $26.5B |
30
|
- | ||
| 31 |
IREN
IREN Limited
IREN · Neoclouds
|
$46.68POST $46.39 -0.62% | +7.36% | +6.50% | $17.1B |
78
|
- | ||
| 32 |
WULF
TeraWulf
WULF · Neoclouds
|
$17.01POST $16.98 -0.17% | +3.28% | +1.61% | $8.8B |
65
|
- | ||
| 33 |
APLD
Applied Digital
APLD · Neoclouds
|
$28.12POST $27.96 -0.57% | +6.60% | +6.43% | $7.7B |
78
|
- | ||
| 34 |
CIFR
Cipher Mining
CIFR · Neoclouds
|
$18.34POST $18.31 -0.16% | +8.26% | +8.84% | $7.0B |
79
|
- |
Sentiment is a transparent, weighted composite of six price-based measures: momentum, relative strength, trend, volume, volatility and drawdown. It is a market-behaviour read, not a recommendation. Open any row to see the component breakdown.
Where the complex is running hot
The same 34 names grouped by what they actually sell. Each score is cap-weighted across that segment.
Three readings the board does not give you
X mentions
How many posts carried each ticker's cashtag, counted daily by this site. A measure of how much a name is being talked about - not of what is being said about it.
See the post counts →Trump AI stocks
Which AI and chip names appear in disclosed transactions, taken from the filings themselves and reported in the bands the filings use.
Open the tracker →Weekly briefing
The week's sentiment shifts, what earnings are landing and the supply-chain reads that moved scores, in one page each Sunday.
Read this week →What the numbers are showing
Analysis built on this board's own data - price, market sentiment and the daily X mention counts we collect ourselves - plus how the AI silicon supply chain fits together and how every figure here is calculated.
What this board is, and what it is not
What counts as an AI chip stock here?
Thirty-four US-listed companies whose revenue depends on AI infrastructure being built, across six segments: the chips themselves, the optics and switching that connect them, the memory they need, the neoclouds renting them out, the equipment used to make them, and the power and cooling that runs them. It deliberately excludes the model companies and the hyperscalers - those are demand, not supply.
How is the market sentiment score calculated?
It is a weighted composite of six price-based inputs: momentum (25%), relative strength against the rest of the complex (20%), trend against its own moving averages (20%), volume (15%), volatility (10%) and drawdown from the 52-week high (10%). Each is compressed rather than clipped, so no input can saturate the score and a bigger move always scores higher than a smaller one. A missing input contributes zero - never a stale value. The full method is published here.
How often do the prices update?
The board refreshes every 30 seconds while it is open in your browser, and the pages are rebuilt each weekday evening. Prices may be delayed. Pre-market and post-market prices appear beneath the last close only when they actually differ from it.
Where does the data come from, and what happens when it is missing?
Live quotes come from Finnhub, daily history from Yahoo Finance, Reddit mention counts from ApeWisdom, and headlines from Finnhub's company news feed. When a value is unavailable the site shows a dash rather than an estimate, and the nightly build fails outright rather than publish placeholder prices across the site. More about how this is built.
Is a high market sentiment score a signal to buy?
No. The score describes how a stock is behaving, not what it is worth. A high reading means momentum, relative strength, trend and participation are elevated at once, which is as consistent with a crowded trade near its top as with the start of a run. A low reading is not automatically an opportunity either. This is information, not advice.
What moved the read
Real headlines from the last 24 hours, ranked by how unusual the coverage is against each name's own baseline. Not scored for opinion.